Senior Client Service Associate

Senior Client Service Associate -2402732

Description

Job Summary

Under general supervision, use specialized knowledge and skills obtained through experience and / or training to assist with the overall management of an assigned functional area, including collaborating with the management team to identify opportunities for operational efficiency, productivity improvements and assisting with special projects.

Will be responsible for training, leading the work of other associates and supervising highly routine work. Detailed instructions and established procedures and prescribed guidelines are provided to perform a variety of tasks requiring considerable evaluation, originality or ingenuity in making routine decisions.

Recommends solutions to complex problems. Provide leadership and assistance on projects and job functions within the department.

Associate will be responsible for supporting department training including the maintenance of the department training tools.

Extensive contact with internal and external clients to identify, research, and resolve problems.

Essential Duties and Responsibilities

• Monitors team workflows to ensure assignments are completed in an accurate and timely manner.
• Provides support and direction to incoming callers regarding operational requirements, processes, policies and time frames.
• Facilitates training of associates and provide education to branch associates on the use of applications and system enhancements.
• Extensive contact with internal customers and external contacts is required to identify, research, and resolve problems.
• Demonstrates department procedures and functionality to visiting branch and home-office support staff.
• Provides and / or coordinates cross-training, coaching and mentoring. Serve as a back-up in cross-functional responsibilities during absences.
• Assists in research; develop, revise and maintain department on-line training manual as needs dictate.
• Implements new ideas to increase job performance and production.
• Monitors and resolves issues related to regulations regarding client accounts, to identify potential problems or status of high-risk accounts and situations.
• Provides input to supervisor regarding prioritization of assignments on a regular basis.
• Prepares written recaps, reports and spreadsheets for special projects and submits to management for review.
• Processes and follows up on client documentation for proper maintenance of accounts.
• Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
• Initiates efficiency and productivity improvements.
• Creates and maintains records and files.
• Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
• Performs other duties, special projects and responsibilities as assigned.

Qualifications

Raymond James Bank is an EOE / AA and VEVRAA Federal Contractor

Priority will be given to protected veterans

EOE / AA : Female / Minorities / Disabled / Protected Veterans / LGBT

Raymond James Guiding BehaviorsAt 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 firmAt 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.

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