Client Service Associate
Raymond James Financial, Inc.
**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.
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