Job description

Description:

Title: Client Services Representative
Location: 740 Carillon Parkway, Tower 5, St Petersburg FL, 33716 Hybrid position, in office Tues & Weds.
Schedule: Monday - Friday, 8:00am - 5:00pm
Pay: $23.07/ Hr + Vision, Medical, and Dental Insurance

Strong priority for candidates with asset management experience.

Job Summary:

• The AMS Advisor Services team is the primary point of contact for general inquiries, operational support and issue resolution regarding Asset Management Services products.
• Essential Duties and Responsibilities:
• In a Call Center environment, respond to inquiries or issues received through phone calls and email concerning AMS products or services from clients (RJ branches and RJ internal departments).
• Ability to answer a high volume of calls throughout the day.
• Reviews and researches requests or issues obtaining necessary information from policies, procedures or practices.
• Coordinates issue resolution with appropriate departments. Informs clients of standard procedures or resolution of issue.
• Follows up, either verbally or in writing, to ensure customer satisfaction.
• Determines best method to resolve issues to ensure customer satisfaction and adherence to company policies.
• Acts as a liaison between clients and company. Provides feedback to management.
• May compile information, prepare reports or summaries.
• Recommends changes to existing policies and procedures.
• May provide guidance to less experienced representatives.
• May assist with training for new team members as needed
• Performs other duties and responsibilities as assigned.

Qualifications:

In-Depth Knowledge of:

• Company policies, procedures, practices, products and services.
• Operations, procedures, and policies.
• Call Center experience is preferred.
• Customer Service skills.

Skill in:

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and database use.
• Mathematical abilities sufficient to process and balance daily business transactions.
• Written and verbal communication skills sufficient to interact effectively with external and internal clients.

Ability to:

• Organize and prioritize workload to meet deadlines.
• Provide courteous, timely service when addressing client issues and transactions.
• Use good judgment in responding to complex client issues.

#MSPRO

Job Types: Full-time, Contract

Pay: $23.07 per hour

Benefits:

• Dental insurance
• Health insurance
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to commute/relocate:

• Saint Petersburg, FL: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 1 year (Preferred)
• Asset management: 2 years (Required)

Work Location: One location

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