Job Summary

The Client Services Representative will be responsible for supporting the Client Services team located at the St. Petersburg, FL home office. The Client Services department is considered the 'main point of contact' for internal and external clients who have questions or general inquiries that need resolution. The client base consists of RJ branch associates, Financial Advisors, or the clients of Financial Advisors. In addition, this particular team manages client access websites, where clients can access their accounts, online trade, etc. The Client Service Representative will handle basic customer inquiries, such as username or password resets, address updates, and phone number changes. 

Essential Duties and Responsibilities

• Responsible for answering inbound calls from clients, while providing exceptional customer service.
• Resolve general inquiries such as username/password resets, address changes, and phone number changes.
• Document call activity using Raymond James' proprietary system while on the phone with the customer.
• Perform various duties as assigned by management.
• Respond to inquiries or complaints received through phone calls, correspondence, and/or face-to-face contact with clients concerning the bank's products or services.
• Review and research requests or problems, obtaining necessary information from policies, procedures, or practices.
• Coordinate problem resolution with appropriate departments.
• Inform customers of standard procedures or resolution of problems.
• Follow up, either verbally or in writing, to ensure customer satisfaction.
• Determine the best method to resolve problems to ensure customer satisfaction and adherence to company policies.

Knowledge, Skills, and Abilities

• 2-3 years of recent customer service experience, ideally from a call center.
• Must have the ability to type and be on the phone at the same time.
• Ability to navigate through numerous systems at once.
• Experience using dual monitors.
• Proficient user of Microsoft Word, Outlook, and basic Excel.
• Ability to type at least 40 WPM.
• Exceptional customer service skills; easy to understand.
• Excellent verbal and written communication skills.
• Ability to use proper grammar and spelling.
• Experience within the banking or financial services industry is preferred but not required.
• Minimum of a High School Diploma or equivalent.

This is the pay range that Magnit reasonably expects to pay for this position: $19.88/hour - $26.51/hour

Benefits: Medical, Dental, Vision, 401K