PCB Client Support Specialist

Financial Advisor

Advise clients about a range of financial products including savings products, insurance products, consumer credits, and mortgages that are suitable for the clients' needs or circumstances. Have direct contact with customers.

Responsibilities : Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions. Interview the customer, using a simple standard sales script, to clarify the customer's requirements. Make calls (by telephone or in person) to allocated potential customers to establish contact and build rapport. Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call. Carry out standard customer service activities and handle simple customer inquiries. Receive visitors and assist with various requests for information, referring more complex matters to colleagues. Assess compliance with established standards and protocols for parts of routine inquiries. Maintain appointment calendars and reserve meeting rooms, following detailed instructions to arrange business meetings efficiently. Use standard office software to carry out basic formatting of letters, memoranda, and routine reports. Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and / or to ensure adherence to external regulatory codes and internal codes of conduct. Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Education : Bachelor's : Business Administration, Bachelor's : Finance

Work Experience : General Experience - 4 to 6 months

Certifications : None specified

Travel : Less than 25%

Workstyle : Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to : Grow professionally and inspire others to do the same; Work with and through others to achieve desired outcomes; Make prompt, pragmatic choices and act with the client in mind; Take ownership and hold themselves and others accountable for delivering results that matter; Contribute to the continuous evolution of the firm. At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.