Client Support Assistant

Job Description:

Raymond James Financial is seeking a part-time Client Support Assistant to join our team in Dunedin, Otago, NZ. As an Associate Level position, we require a minimum of 4 years of experience in a similar role. The ideal candidate will possess strong interpersonal skills, be confident in their abilities, and show resilience in handling challenging situations.

Responsibilities: - Provide exceptional customer service to clients through phone, email, and in-person interactions - Assist with account management tasks such as account opening, transfers, and account maintenance - Handle client inquiries and resolve issues in a timely and professional manner - Work closely with financial advisors to support client needs and ensure a seamless experience - Maintain accurate client records and documentation - Participate in various training and development opportunities to enhance skills and knowledge - Collaborate with internal teams to improve processes and ensure client satisfaction

Requirements: - Minimum of 4 years of experience in a client support role - Strong problem-solving skills and attention to detail - Excellent communication skills, both verbal and written - Ability to work independently and as part of a team - Proficiency in Microsoft Office Suite and CRM systems - Confidence and resilience in handling challenging situations - Bachelor's degree in Finance, Business, or related field preferred

Benefits: - Company-provided equipment for remote work - Visa sponsorship for eligible candidates - Life insurance coverage - Health and wellness initiatives to prioritize employee well-being

Equal Opportunity Statement: Raymond James Financial is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, age, national origin, disability, veteran status, sexual orientation, or any other characteristic protected by law. We are committed to creating a diverse and inclusive work environment for all employees.

Deadline to apply: July 5, 2024

Join our team at Raymond James Financial and make a difference in the lives of our clients. Apply today!

How to apply:

Apply on GrabJobs and you will be notified if shortlisted for the job.