New Accounts Call Service Ambassador | St Petersburg, FL

Hybrid Work Environment (after training is completed): 40% in-office and up to 60% work-from-home, if desired.

Must live within commutable distance from our home office.

Schedule/Hours:

8am-5pm during training period

8:30am-5pm after training period

*Overtime hours offered as business need dictates

Job SummaryRaymond James has always been a different kind of financial services firm, embracing long-term planning, valuing methodical decision-making and remaining focused on what matters most: People.We put clients first. If we do what’s right for our clients, the firm will do well and we’ll all benefit.The New Accounts Call Service Ambassador puts the Raymond James Service First motto into action on a daily basis by providing front line service support to our branch personnel with an emphasis on providing complete and accurate solutions. In that moment when the phone rings, the goal of every New Call Accounts Service Ambassador is to embody the mission of the firm. If you love to help people, and service is a passion, this role might be just what you are looking for. The ideal associate loves receiving calls from our branch personnel, answering their questions, providing education to them, and is excited for the opportunity that the next phone call brings. Every service associate works both independently and within a team environment to achieve world class customer service.

Essential Duties and Responsibilities•

Energetically answers a high volume of phone calls with a smile, care, passion, and a focus on client needs.•

Accurately and efficiently diagnoses questions and issues and crafts client focused solutions.•

Provides education tobranch personnel related to account opening and maintenance.•

Follows daily schedule accurately to ensure the success of the department in meeting our Service Level Agreements.•

Establishes new client accounts by utilizing industry registration requirements.•

Processes documents accounts to meet industry policies and regulations, including Anti Money Laundering and Know Your Client.•

Reviews standard issues, analyzes and interprets data and determines appropriate corrective action.•

Processes various basic department related reports and contacts FA’s and SA’s to resolve account issues.•

Supports and complies with established policies and procedures. May recommend suggestions to improve workflows, policies and procedures.•

Acts as a mentor and champion of Service First culture to to less experienced associates.•

Participates in a high learning culture where on-the-job training is prevalent.•

Reviews daily tasks for accuracy and completeness. Maintains detailed records/notes to ensure all client requests are logged and completed in a timely fashion.•

Assists other areas of the department with various functions when volume is high and/or staffing levels are low.• Performs other duties and responsibilities as assigned.
#J-18808-Ljbffr