"Alerted.org

+ Acts as a liaison between home office departments and clients to research and resolve requests or issues regarding clients’ accounts, operations processes and technology applications; follows all the way through resolution and final communications.

+ Assist with various requests for information, referring more complex matters to colleagues.

+ Answer the telephone and assist callers or those making varied inquiries by email with requests for information, assistance or education.

+ Carry out standard customer service activities and handle simple customer inquiries.

+ Partners effectively with other members of the Service team in supporting client requests.

+ Enter data into company systems, and review and verify the information to ensure accuracy and accessibility.

+ Proactively follow up with stakeholders, verbally or in writing, to confirm issue resolution and client satisfaction.

+ Act as a systems liaison, helping clients navigate and utilize various internal platforms by directing them to the appropriate tools and resources.

+ Works closely with other teams within RCS to enhance current processes

+ Provide support to team mates and management as assigned.

+ Perform additional duties and responsibilities as assigned

Knowledge of

+ Proficient in Microsoft Excel

+ Various account types and general industry operations.

+ Preferred: Familiarity with Raymond James back-office systems, including COB, Relationship Management Center, Reports Center, Alerts Portal, and Consolidated Order Entry—or the ability to quickly learn and adapt to these platforms.

Skilled in

+ Works under supervision to meet high customer service standards.

+ Demonstrate organizational and time management skills with the ability to prioritize tasks, manage multiple responsibilities, and meet tight deadlines.

+ Proficient in operating standard office equipment and utilizing essential software applications to create professional correspondence, presentations, emails, and spreadsheets.

+ Uses clear and effective verbal communications skills.

+ Strong attention to detail to ensure high-quality output without compromising efficiency or workflow.

+ Proven ability to follow through on tasks to ensure timely resolution and completion.

+ Works with full competence to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability.

Ability to

+ Deliver exceptional customer service with professionalism, courtesy, and composure in all interactions.

+ Build and maintain effective working relationships across varied levels of the organization.

+ Effectively organize, track multiple tasks, and shift priorities in a fast-paced environment.

+ Perform well under pressure, maintaining productivity and focus during periods of high workload and tight deadlines.

+ Efficiently multitask across various functions and responsibilities daily.

+ Work independently while also contributing collaboratively within a team setting.

+ Develop knowledge and understanding of the organization's policies and procedures.