BBF Wealth
Client Service Associate page is loaded## Client Service Associatelocations:
Louisville, Kentucky - United Statestime type:
Full timeposted on:
Posted 30+ Days Agojob requisition id:
R-0007377**Job Description Summary****Job Description****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.**Education**High School (HS) (Required)**Work Experience**General Experience - 0 to 3 months**Certifications****Travel**Less than 25%**Workstyle**ResidentAt 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 firmAt 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.#LI-AC1locations:
Louisville, Kentucky - United Statestime type:
Full timeposted on:
Posted 30+ Days AgoThanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr
Louisville, Kentucky - United Statestime type:
Full timeposted on:
Posted 30+ Days Agojob requisition id:
R-0007377**Job Description Summary****Job Description****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.**Education**High School (HS) (Required)**Work Experience**General Experience - 0 to 3 months**Certifications****Travel**Less than 25%**Workstyle**ResidentAt 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 firmAt 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.#LI-AC1locations:
Louisville, Kentucky - United Statestime type:
Full timeposted on:
Posted 30+ Days AgoThanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr