Client Service AssociateRaymond James Financial, Inc. • Louisville, KY, United States
Client Service Associate
Raymond James Financial, Inc. • Louisville, KY, United States
30+ days ago
Job type
- Full-time
Job descriptionResponsibilities Carry out standard client service activities and handle simple client inquiries. Maintain appointment calendars and reserve meeting rooms, following detailed instructions to arrange business meetings efficiently. Greet clients (on incoming calls or in store) and engage them in conversation to build rapport. Assess compliance with established standards and protocols for parts of routine inquiries. Use standard office software to carry out basic formatting of letters, memoranda, and routine reports. Skills Connect with clients to strengthen the relationship, meeting personal needs through positive client experiences. Express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications. Deliver required services to clients to the required standards. Communicate and articulate potential resolutions or strategies in a clear, compelling, and tailored manner to address specific challenges or meet organizational needs.
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Client Service Associate • Louisville, KY, United States
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