New Accounts Call Service Ambassador - Memphis, TN
Company: Raymond James Financial Incorporated
Location: Memphis
Posted on: August 7, 2022
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Job Description:
Hybrid Work Environment: 40% in-office and up to 60%
work-from-home, if desired.Must live within commutable distance
from our home office.Schedule/Hours:8am-5pm ET during training
period (12-14 weeks)8:30am-5pm ET after training period *Overtime
hours offered upon manager's approvalJob SummaryRaymond 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 what's right for our clients, the firm will do well
and we'll 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 ResponsibilitiesEnergetically answers a high volume of
phone calls with a smile, care, passion, and a focus on client
needs.Accurately and efficiently diagnoses questions and issues and
crafts client focused solutions.Provides education tobranch
personnel related to account opening and maintenance.Follows daily
schedule accurately to ensure the success of the department in
meeting our Service Level Agreements.Establishes new client
accounts by utilizing industry registration requirements.Processes
documents accounts to meet industry policies and regulations,
including Anti Money Laundering and Know Your Client.Reviews
standard issues, analyzes and interprets data and determines
appropriate corrective action.Processes various basic department
related reports and contacts FA's and SA's to resolve account
issues.Supports and complies with established policies and
procedures. May recommend suggestions to improve workflows,
policies and procedures.Acts as a mentor and champion of Service
First culture to to less experienced associates.Participates in a
high learning culture where on-the-job training is
prevalent.Reviews daily tasks for accuracy and completeness.
Maintains detailed records/notes to ensure all client requests are
logged and completed in a timely fashion.Assists other areas of the
department with various functions when volume is high and/or
staffing levels are low.Performs other duties and responsibilities
as assigned.Qualifications:Knowledge, Skills, and AbilitieKnowledge
ofOperations 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 requiredNew AccountSkill inDetail
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 toAdhere 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
recommendationDemonstrate 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 documentationEducation/Previous ExperienceHigh
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/CertificationsNone required.Raymond James
Guiding BehaviorsAt Raymond James our associates use five guiding
behaviors (Develop, Collaborate, Decide, Deliver, Improve) to
deliver on the firm's 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 sameWork with and through others to achieve desired
outcomeMake prompt, pragmatic choices and act with the client in
mindTake ownership and hold themselves and others accountable for
delivering results that matterContribute to the continuous
evolution of the firm
Keywords: Raymond James Financial Incorporated, Memphis , New Accounts Call Service Ambassador - Memphis, TN, Other , Memphis, Tennessee
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