Raymond James
From Raymond James's careers page
Status: listed on the employer's own careers page when we last checked (daily). Confirm on their site before applying.
The Client Services Representative – Servicing supports all client requests originating within the Private Bank Service Team. This position includes working closely with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance, Financial Advisors and all other authorized parties affiliated with each Private Banking transaction.
Interacts daily with internal and external clients and provide customized solutions to their requests
Partners effectively with other members of the Private Bank Service Team in supporting client requests
Works closely with relationship managers, inside sales, portfolio managers, internal and external counsel, compliance, borrowers and all other authorized parties affiliated with each transaction
Provides premier client experience across all client engagements
Works closely with other teams within operations and the bank to enhance current processes
Actively participates in projects as assigned
Bachelor’s degree or equivalent combination of education and experience
Minimum 4 years of combined education and/or customer service, financial services or related experience
Prior bank operations and/or client service experience preferred.
Keen attention to detail and understanding of loan process/system and applicable lending requirements
Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
Exceptional interpersonal and communication skills
Strong work ethic and ability to be self-directed
Analytical problem-solving capabilities
High level attention to detail
Ability to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
Work Experience
General Experience - 3 to 6 years
Certifications
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
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.
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.
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