• Client Service Associate

    Raymond James Financial, Inc. (Louisville, KY)


    Responsibilities

    • 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.