Capital Access Associate

Company: Raymond James Financial, Inc.
Location: Southfield
Posted on: January 16, 2020

Job Description:

Description

Job Summary:

Under general supervision, uses intermediate knowledge and skills obtained through experience and training to provide professional service and accurate responses to client account inquiries in a timely manner. Serves as the liaison for branch support staff and Financial Advisors.

Essential Duties and Responsibilities:

--- Acts as liaison between the branches and operations in all aspects involving client accounts as well as host visitors when necessary.

--- Extensive client interaction via phone and written documents with home office, branches, clients and vendors in resolving complex issues that require in-depth research.

--- Reviews account documentation, approve, establish, and maintain accounts.

--- Follows set procedures in processing applications, checks, and debit cards.

--- Assists in introducing and marketing products among the sales force and branch support associates.

--- Monitors in-house daily reports as necessary.

--- Assists in researching advanced and complex business issues.

--- Occasionally provides backup for loss prevention transactions.

--- Completes special projects as assigned.

--- Cross-trains on all job functions within the department.

--- Perform other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities:

Knowledge of:

--- Basic concepts, principles and practices of excellent customer service.

--- General office practices and procedures.

--- Comprehensive knowledge of Raymond James products.

Skill in:

--- Operating standard office equipment and using required software applications, including Microsoft Office applications (Word, Excel, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence.

--- In-house and vendor systems.

--- Problem solving skills sufficient to effectively analyze, research and resolve issues.

--- Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

Ability to:

--- Communicate information orally and written in a clear and effective manner sufficient to interact with internal associates and external contacts at all levels.

--- Provide a high level of customer service.

--- Research and resolve problems in a timely manner.

--- Assist in the training and support of new department associates.

--- Attend to detail.

--- Work in a fast-paced environment with frequent interruptions and changing priorities.

Educational/Previous Experience Requirements:

--- High School diploma or equivalent and minimum two (2) years' experience in business and/or customer service.

-or-

--- Any equivalent combination of education, experience and/or training approved by Human Resources.

Licenses/Certifications:

--- None Required.



Knowledge, Skills, and Abilities:

Knowledge of:

--- Basic concepts, principles and practices of excellent customer service.

--- General office practices and procedures.

--- Comprehensive knowledge of Raymond James products.

Skill in:

--- Operating standard office equipment and using required software applications, including Microsoft Office applications (Word, Excel, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence.

--- In-house and vendor systems.

--- Problem solving skills sufficient to effectively analyze, research and resolve issues.

--- Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

Ability to:

--- Communicate information orally and written in a clear and effective manner sufficient to interact with internal associates and external contacts at all levels.

--- Provide a high level of customer service.

--- Research and resolve problems in a timely manner.

--- Assist in the training and support of new department associates.

--- Attend to detail.

--- Work in a fast-paced environment with frequent interruptions and changing priorities.

Educational/Previous Experience Requirements:

--- High School diploma or equivalent and minimum two (2) years' experience in business and/or customer service.

-or-

--- Any equivalent combination of education, experience and/or training approved by Human Resources.

Licenses/Certifications:

--- None Required.

Keywords: Raymond James Financial, Inc., Southfield , Capital Access Associate, Other , Southfield, Michigan