Client Services Representative | Asset Management Services

This position follows a hybrid work model; the selected candidate will work 3 days a week at our corporate offices in Memphis, TN.

Schedule

• Monday - Friday, 10:30 am to 7:00 pm CST
• Training Schedule: Monday - Friday, 8:00 am to 4:30 pm CST for approximately 8 weeks

About the Role

As a Client Services Representative, you will work under general supervision to act as the liaison between branches and the home office. Asset Management Services, a Raymond James & Associates division, provides comprehensive asset management services and products for Raymond James financial advisors. These offerings cover a wide range of activities designed to help clients grow and preserve their assets through various investment strategies, market research, and professional management.

Responsibilities

• Respond to inquiries or complaints received primarily from phone calls, but also some emails.
• Review and research requests or problems, obtaining necessary information from policies, procedures, or practices.
• Coordinate problem resolution with appropriate departments.
• Inform customers of standard procedures or the resolution of problems.
• Follow up, either verbally or in writing, to ensure customer satisfaction.
• Determine the best method to resolve problems to ensure customer satisfaction and adherence to company policies.
• Act as a liaison between clients and the company.
• Provide feedback to sales, quality assurance, and product management.
• Compile information, prepare reports or summaries, and submit for review.
• Recommend changes to existing policies and procedures.
• Provide guidance to less experienced representatives.
• Perform other duties and responsibilities as assigned.

Requirements

• In-depth knowledge of company policies, procedures, practices, products, and services.
• Understanding of operations, procedures, and policies.
• Skill in operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• 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.
• Bachelor’s degree in Accounting or High School diploma (required).
• 4 to 6 months of general work experience.
• Travel less than 25%.

Benefits

This position is eligible for a benefits package that may include:

• Medical, dental, and vision insurance
• Life insurance, critical illness insurance, and accident insurance
• Disability benefits
• Retirement savings
• Paid time off (including vacation, holidays, and sick leave)
• Parental leave

Eligibility for benefits and specific offerings may vary based on position and employment status. For more details, visit Myrjbenefits.com.

Pay

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.

About the Company

At Raymond James, 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. The company expects 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

As part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all associates. The company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.