Hybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.

Hours: This position requires 2-3 shifts from 10am-7pm CT per week, with 8am-5pm CT on the other days.

Job Summary:

Under general supervision, uses intermediate knowledge and skills obtained through experience and training to provide professional service and accurate responses to client account inquiries in a timely manner. Serves as the liaison for branch support staff and Financial Advisors.

Essential Duties and Responsibilities:

• Acts as liaison between the branches and operations in all aspects involving client accounts as well as host visitors when necessary.

• Extensive client interaction via phone and written documents with home office, branches, clients and vendors in resolving complex issues that require in-depth research.

• Reviews account documentation, approve, establish, and maintain accounts.

• Follows set procedures in processing applications, checks, and debit cards.

• Assists in introducing and marketing products among the sales force and branch support associates.

• Monitors in-house daily reports as necessary.

• Assists in researching advanced and complex business issues.

• Occasionally provides backup for loss prevention transactions.

• Completes special projects as assigned.

• Cross-trains on all job functions within the department.

• Perform other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

• Basic concepts, principles and practices of excellent customer service.

• General office practices and procedures.

• Comprehensive knowledge of Raymond James products.

Skill in:

• Operating standard office equipment and using required software applications, including Microsoft Office applications (Word, Excel, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence.

• In-house and vendor systems.

• Problem solving skills sufficient to effectively analyze, research and resolve issues.

• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

Ability to:

• Communicate information orally and written in a clear and effective manner sufficient to interact with internal associates and external contacts at all levels.

• Provide a high level of customer service.

• Research and resolve problems in a timely manner.

• Assist in the training and support of new department associates.

• Attend to detail.

• Work in a fast-paced environment with frequent interruptions and changing priorities.

Educational/Previous Experience Requirements:

• High School diploma or equivalent and minimum two (2) years’ experience in business and/or customer service.

~or~

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

Licenses/Certifications:

• None Required.