Customer Solutions Representative

Job Summary: Customer Solutions Representative

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Customer Solutions Representative who is motivated, detail-oriented, and a creative problem solver to join our growing team. This essential role provides high-quality, high-touch administrative support to Financial Advisors, their prospective and existing clients, and other branch staff team members.

Candidate Profile:

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

Essential Roles and Responsibilities:

• Deals with a significant volume of daily interactions by addressing basic inquiries and coordinating meetings with prospective and established clients through phone conversations, in-person meetings, virtual platforms, and mail correspondence.
• Works within a team and independently to provide critical assistance to Financial Advisors and branch office staff.
• Organizes and accurately processes client financial transactions, along with advisor/branch expenses and associated reports, to maintain a high level of accuracy.
• Commences the creation of new client accounts and conducts investigations on client and security details through internal systems and other technological resources.
• Verifies the accuracy and compliance of client paperwork and documentation according to the firm's and industry standards prior to submission. Maintains consistent follow-up procedures to confirm that all required paperwork is completed accurately.
• Generates written communications, forms, and assessments to help in retaining current clientele and engaging with potential clients.
• Compiles brief synopses of business summaries and tailored reports for advisor assessment.
• Maintains and updates records and files through the utilization of Client Relationship Management (CRM) software.
• Aids financial advisors in enhancing their marketing strategies, such as organizing seminars and client-focused gatherings.
• Has the authority to enter orders based on the guidance of the Financial Advisor.
• Participates in training sessions, cross-training initiatives, and professional development programs to keep abreast of firm and industry policies.
• Completes other assignments as specified.

Knowledge Of:

• The design, policies, aim, and methods of an organization.
• Normalized practices, routines, and methods followed in everyday office operations.
• Theories, practices, and procedures relevant to investments in the securities sector.
• Understanding financial markets, the assortment of financial products, and the regulatory requirements that guide the industry.

Skills In:

• CRM and contact management applications contribute to streamlining customer interactions by providing a comprehensive platform for storing and accessing communication records and customer details.
• The functionalities of Excel extend to creating charts and graphs to represent data trends and patterns effectively.
• Effectively conveying messages through various channels such as in-person interactions, virtual platforms, phone calls, and written communication.
• Utilizing common office equipment and essential software applications.
• Examining and studying account details.
• Handling a variety of tasks with shifting levels of urgency in a high-speed workplace.
• Distinguishing time-sensitive issues and ranking competing tasks based on urgency.
• Proactively checking in helps to finalize the resolution of errors or concerns.
• Coping with stress during challenging situations while upholding professionalism and delivering exceptional customer care.
• Finding efficient solutions involves quick decision-making and resourceful thinking.
• Incorporating mathematics in the processing of account and transaction details.
• Fostering strong communication practices that reach all levels of an organization is crucial for building trust and teamwork.
• Conducting work independently and collaboratively as a member of a team.

Ability To:

• Execute duties independently and within a harmonious team setting.
• Offer a steadfast commitment to exceptional customer care.

Education and Previous Experience:

A high school diploma or its equivalent is a prerequisite. Individuals with one or more years of experience in the securities industry or a related area are preferred. Alternatively, a combination of experience, education, and/or training approved by HR is acceptable.

About the Company:

At Raymond James, our team members adhere to five guiding principles (Develop, Collaborate, Decide, Deliver, Improve) to uphold the company's fundamental principles of prioritizing clients, integrity, autonomy, and a careful, enduring perspective.

Our expectation is that employees at every level will progress in their careers, cooperate efficiently, make careful decisions considering the client's needs, take responsibility for their actions, and actively contribute to the firm's ongoing development.

The culture at Raymond James places significant emphasis on prioritizing people, giving credence to the individuality, histories, and varied backgrounds of its employees. Operating as an equal opportunity employer, the company's employment determinations are guided by competence and business requirements.

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