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Decedent Solutions Associate
- Raymond James Financial, Inc. (Southfield, MI)
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Responsibilities:
+ Processes financial transactions accurately.
+ 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 or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
+ Carry out standard customer service activities and handle simple customer inquiries.
+ Maintain files and records.
+ Organize own work schedule each day in line with changing priorities.
+ Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
+ Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Knowledge of:
+ General office practices and procedures.
+ Microsoft Word, Access, Excel and Outlook to create/update documents, reports, spreadsheets.
**Skills** :
+ Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
+ Problem solving and analytical skills sufficient to assess client issues and accurately provide resolutions.
+ Operating call center software applications.
+ Communicate information orally and in writing in a clear and effective manner sufficient to explain complex regulations.
+ Acquire and maintain new knowledge in an ever changing regulatory environment.
+ Uses clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
+ Supports business processes by effective use of standard office equipment and standard software packages.
+ Develop appropriate plans or perform necessary actions based on recommendations and requirements.
+ Make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability.
+ Navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close.
+ Plan, organize, prioritize and oversee activities to efficiently meet business objectives.
+ Develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
+ Connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences.
+ Analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
+ Meet high customer service standards.
+ Understand and effectively operate all customer management systems.
+ Perform elementary data analysis for use in reports to help guide decision making.
+ Select, deploy and get the best results from the most appropriate office system.
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