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Job Snapshot
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Employee Type:
Full-Time -
Location:
Southfield, MI -
Job Type:
-
Experience:
Not Specified -
Date Posted:
11/28/2024
Job Description
This is for a start date of February 3, 2025
Hybrid Work Environment: This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in one of the following locations: Memphis, TN, or Southfield, MI
Schedule/Hours:
8am-5pm during training period (12-14 weeks)
8:30am-5pm after training period
*Overtime hours offered upon manager's approval
Job Summary
Raymond James has always been a different kind of financial services firm, embracing long-term planning, valuing methodical decision-making and remaining focused on what matters most: People.
We put clients first. If we do whats right for our clients, the firm will do well and well all benefit.
The New Accounts Call Service Ambassador puts the Raymond James Service First motto into action on a daily basis by providing front line service support to our branch personnel with an emphasis on providing complete and accurate solutions. In that moment when the phone rings, the goal of every New Call Accounts Service Ambassador is to embody the mission of the firm. If you love to help people, and service is a passion, this role might be just what you are looking for. The ideal associate loves receiving calls from our branch personnel, answering their questions, providing education to them, and is excited for the opportunity that the next phone call brings. Every service associate works both independently and within a team environment to achieve world class customer service.
Essential Duties and Responsibilities
Job Requirements
Knowledge, Skills, and Abilities
Knowledge of
Operations and New Account systems.
Basic customer operations and the financial industry.
Basic accounting concepts and principles.
Basic investment concepts, practices and procedures used in the securities industry and as required
New Accounts
Skill in
Detail orientation and flexibility sufficient to handle high volume of phone calls requiring quick analytical and supportive responses.
Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel.
Identifying and resolving operational issues.
Numerical aptitude and critical thinking sufficient to solve operational problems.
Analyzing operational processes and identifying opportunities for improvement.
Operating standard office equipment and using required software applications to produce correspondence, reports and electronic communication.
Ability to
Adhere to a schedule.
Work overtime periodically.
Organize and prioritize workload to meet deadlines.
Multitask to handle phones and processing.
Use independent judgment on a variety of issues.
Work constructively under stress and pressure when faced with high volume and deadlines.
Provide courteous, timely service when addressing client issues and transactions.
Use good judgment in responding to a variety of client issues.
Competently analyze and prioritize information to make appropriate recommendations
Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.
Participate in on the job training and other learning activities to develop knowledge and understanding of FINRA, state and other regulatory agency rules and regulations regarding client accounts.
Take an active part in the training and development of new associates.
Review, understand and interpret legal documentation
Education/Previous Experience
High School Degree or equivalent with at least two (2) years of customer service experience. Experience in a contact center environment and college degree preferred. OR ~
Any equivalent combination of education, experience and/or training approved by Human Resources.
Licenses/Certifications
None required.
Benefits Built For You: From career beginnings all the way through to retirement, Raymond James offers people at every level a comprehensive range of health, education and investment benefits. We also provide work-life harmony with hybrid schedules and paid time off, and support a welcoming culture through our Associate-driven Inclusion Networks.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm%26#39s core values of client-first, integrity, independence and a conservative, long-term view.
We expect our 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
