Client Service Specialist jobs in Hialeah, FL
Recently Added Client Service Specialist jobs
Client Service Associate
- Raymond James Financial, Inc.
-
Key West, FL
FULL_TIME
-
Client Service Associate-2401201Description
Job Summary
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!Essential Duties and Responsibilities
- Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
- Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
- With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
- Opens new client accounts and researches client and security information using internal databases and other technologies.
- For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
- Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
- Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
- Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
- Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
- May enter orders at the direction of the Financial Advisor.
- Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
- Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
- Company’s working structure, policies, mission, and strategies.
- General office practices, procedures, and methods.
- Investment concepts, practices and procedures used in the securities industry.
- Financial markets, products and industry regulations.
Skill in
- Client Relationship Management (CRM) software, or similar contact management software.
- Excel, including developing spreadsheets as needed and for ongoing reporting.
- Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
Ability to
- Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
- Analyze and research account information.
- Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
- Identify time sensitive items and assess competing priorities.
- Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
- Handle stressful situations and provide a high level of customer service in a calm and professional manner.
- Analyze problems and establish solutions in a fast paced environment.
- Use mathematics sufficient to process account and transaction information.
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
- Work both independently and as part of a cohesive team.
- Provide a high level of customer service.
Educational/Previous Experience Requirements
Education/Previous Experience
- High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred.
- OR ~
- An equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
- None required
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.Job Administrative & Support ServicesPrimary Location US-FL-Key West-Key WestOrganization EasternSchedule Full-timeShift Day JobTravel No#LI-LS1 - 18 Days Ago
Client Service Coordinator
- Hispanic Care Coordinators Inc.
-
Hialeah, FL
FULL_TIME
- Overview:We are seeking a highly organized and detail-oriented individual to join our team as a Client Services Coordinator. As a Client Services Coordinator, you will play a crucial role in managing ...
- 13 Days Ago
Client Service Trainee
- South Shore Consulting Group
-
Hialeah, FL
FULL_TIME
- We're a company built on passion, performance, innovation, and growth. We work with various clients in the region, focusing on building strong relationships between clients and their customers through...
- 28 Days Ago
Client Services Specialist
- CRAFT CHARTER LLC
-
Opa Locka, FL
FULL_TIME
- DescriptionThe Client Services Specialist (CSS) is responsible for delivering exceptional customer service to Craft clients. The CSS is expected to acquire an in-depth understanding of each client’s i...
- 1 Month Ago
Assembly Technician 2023-32712
- Apollo Retail Specialist
-
Key West, FL
PART_TIME
- Can’t stand being stuck behind a desk? Like working solo? Good with your hands? We have the perfect job for you as a Service Technician!Go store to store and work independently to keep the furniture d...
- 14 Days Ago
Business Service Specialist I
- GOODWILL OF SOUTH FLORIDA
-
Key West, FL
FULL_TIME
- Remote Job Business Services Specialist 1: Will assist job seekers (people with disabilities and other barriers to work) with finding employment to ensure long term stability and job retention. This p...
- 22 Days Ago
Filters
- Current Active Filter
- Hialeah, FL
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Client Service Specialist jobs found in Hialeah, FL area
Work From Home - Client Services Specialist
- Globe Life - AO
-
Miami, FL
- Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around yo...
- 4/24/2024 12:00:00 AM
Associate III
- Tapestry, Inc.
-
Miami, FL
- Since its launch in 1993 with a collection of six essential handbags, Kate Spade New York has always been colorful, bold...
- 4/24/2024 12:00:00 AM
Customer Service Sales Specialist
- InsuraTec Services Group
-
Hialeah, FL
- Customer Service Sales Specialist Location: Remote (Work From Home) Key Responsibilities: Provide outstanding customer s...
- 4/24/2024 12:00:00 AM
Director of Counseling Services
- Florida Memorial University
-
Hialeah, FL
- The Director of Counseling Services shall have the primary responsibility for providing leadership and direction to the ...
- 4/24/2024 12:00:00 AM
Client Rep
- Paragon Prime Solutions
-
Hialeah, FL
- Job Description Job Description Join our team as a Client Rep! Our dynamic and fast-paced environment is tailor-made for...
- 4/24/2024 12:00:00 AM
Client Services Specialist
- BlueTeam
-
Boca Raton, FL
- Client Services Specialist - Private Sector - BlueTeam ***This position is onsite in Boca Raton, FL*** We are BlueTeam i...
- 4/23/2024 12:00:00 AM
full time stylist
- Tapestry
-
Fort Lauderdale, FL
- Since its launch in 1993 with a collection of six essential handbags, Kate Spade New York has always been colorful, bold...
- 4/23/2024 12:00:00 AM
Customer Service Representative
- Moon Moments Ltd
-
Hialeah, FL
- Customer Service Representative - Immediate Start | Paid Weekly On-site in Miami, FL A fantastic opportunity awaits in M...
- 4/22/2024 12:00:00 AM
About Hialeah, Florida
Hialeah ( /ˌhaɪəˈliːə/) is a city in Miami-Dade County, Florida, United States. With the population of 239,673 at the 2018 United States Census, Hialeah is the sixth-largest city in Florida. It is a principal city of the Miami metropolitan area, which was home to an estimated 6,012,331 people at the 2015 census. It is located west-northwest of Miami, and is the only place in the county, other than Homestead, Florida, to have its own street grid numbered separately from the rest of the county (which is otherwise based on Miami Avenue at Flagler Street in downtown Miami, the county seat).
Hialea...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Service Specialist jobs
$42,626 to $52,681
Hialeah, Florida area prices
were up 2.9% from a year ago
were up 2.9% from a year ago
What does a Client Service Specialist do?
Client Service Specialist in New Brighton, MN
Acts as liaison between external and internal customers so as to facilitate and maintain an efficient exchange of information regarding customer issues.
December 23, 2022
Client Service Specialist
Manage, nurture and develop client relationships, effectively resolve client concerns and provide pro-active client support.
February 11, 2023
Develop relationships with new potential clients and existing clients through the phone, using a professional, friendly, and courteous manner.
May 09, 2023