Client Services Representative - Servicing

About the role

The Client Services Representative – Servicing supports all client requests originating within the Private Bank Service Team. This position involves close collaboration 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.

Responsibilities

• Interacts daily with internal and external clients and provides 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.
• Collaborates with other teams within operations and the bank to enhance current processes.
• Actively participates in projects as assigned.

Requirements

• Minimum of 4 years of combined education and/or customer service, operations, financial services, or related experience.
• Prior bank operations and/or client service experience preferred.
• Bachelor’s degree in Business Administration or an equivalent combination of education and relevant work experience preferred.
• 13 months to 3 years of general work experience.

Skills

• High 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.
• Ability to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities.

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 additional components such as cash or equity, discretionary bonuses, or commissions.

Schedule

Travel required: less than 25%. Workstyle: resident (on-site).

Company Values

At Raymond James, associates use five guiding behaviors to deliver on the firm’s core values of client-first, integrity, independence, and a conservative, long-term view:

• Develop: Grow professionally and inspire others to do the same.
• Collaborate: Work with and through others to achieve desired outcomes.
• Decide: Make prompt, pragmatic choices and act with the client in mind.
• Deliver: Take ownership and hold themselves and others accountable for delivering results that matter.
• Improve: Contribute to the continuous evolution of the firm.

The company honors, values, and respects the uniqueness, experiences, and backgrounds of all associates as part of its people-first culture.