Client Services Representative

Job Summary:

The Client Services Representative (not to be confused with Client Service Associates) will be responsible for supporting the Client Services team located at the St. Petersburg, FL home office. They will report to the hiring manager, Jason Boyce. The Client Services department is considered the 'main point of contact' for (internal and external) clients who have questions or general inquiries that need resolution. The client base consists RJ branch associates, Financial Advisors, or the clients of Financial Advisors. In addition, this particular team manages client access websites, where clients can access their accounts, online trade, etc.

Essential Duties and Responsibilities

• Responsible for answering inbound calls from clients, while providing exceptional customer service
• Resolve general inquiries such as username / password resets, address changes, phone number changes, etc.
• Document call activity using Raymond James' proprietary system (they will be expected to document while on the phone with the customer)
• Perform various duties as assigned by management
• 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 I
• 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

Knowledge, Skills, and Abilities:

• 2-3 years of recent customer service experience, ideally from a call center
• Must have the ability to type and be on the phone at the same time
• Ability to navigate through numerous systems at once
• Experience using dual monitors Proficient user with Microsoft Word, Outlook, and basic Excel
• Ability to type at least 40 WPM
• Exceptional customer service skills; easy to understand
• Excellent verbal and written communication skills
• Ability to use proper grammar and spelling
• Experience within the banking or financial services industry is preferred but not required
• Minimum of a High School Diploma or equivalent

This is the pay range that Magnit reasonably expects to pay for this position: $19.88/hour - $26.51/hour

Benefits: Medical, Dental, Vision, 401K