Raymond James Client Services Representative in St. Petersburg, Florida

*Job Summary: *

Performs the most complex of duties assisting clients including opening accounts, problem resolution, transaction processing, and servicing of loans.

Essential Duties and Responsibilities:

  • Responds to inquiries or complaints received through phone calls, correspondence and/or face-to-face contact with clients concerning the bank's products or services.

  • Reviews and researches requests or problems obtaining necessary information from policies, procedures or practices.

  • Coordinates problem resolution with appropriate departments. Informs customers of standard procedures or resolution of problem.

  • Follows up, either verbally or in writing, to ensure customer satisfaction.

  • Determines best method to resolve problems to ensure customer satisfaction and adherence to company policies.

  • Acts as a liaison between clients and company. Provides feedback to sales, quality assurance and product management.

  • May compile information, prepare reports or summaries, and submit for review.

  • Recommends changes to existing policies and procedures.

  • May provide guidance to less experienced representatives.

  • Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

In-Depth Knowledge of:

  • Company policies, procedures, practices, products and services.

  • Banking operations, procedures, and policies.

Skill in:

  • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

  • Mathematical abilities sufficient to process and balance daily business transactions.

  • Written and verbal communication skills sufficient to interact effectively with external and internal clients.

Ability to:

  • Organize and prioritize workload to meet deadlines.

  • Provide courteous, timely service when addressing client issues and transactions.

  • Use good judgment in responding to complex client issues.

  • Coach staff on client services issues.

Educational/Previous Experience Requirements:

High School Degree or equivalent with three (3) years of customer service experience.


An equivalent combination of education, experience and/or training approved by Human Resources.

*Licenses/Certifications: *

None Required.

Job: *Customer Service

Organization: *Asset Management Services

Title: Client Services Representative

Location: FL-St. Petersburg-Saint Petersburg

Requisition ID: 1801314