Client Services Representative Servicing

Job Description Summary

• Interacts daily with internal and external clients and provide customized solutions to their requests
• Partners effectively with other members of the Private Bank Service Team in supporting client requests
• Works closely with relationship managers inside sales portfolio managers internal and external counsel compliance borrowers and all other authorized parties affiliated with each transaction
• Provides premier client experience across all client engagements
• Works closely with other teams within operations and the bank to enhance current processes
• Actively participates in projects as assigned

• Minimum of 4 years of combined education and/or customer service operations financial services or related experience
• Prior bank operations and/or client service experience preferred.
• Bachelors degree or an equivalent combination of education and relevant work experience preferred.

• High attention to detail and understanding of loan process/system and applicable lending requirements
• Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
• Exceptional interpersonal and communication skills
• Strong work ethic and ability to be self-directed
• Analytical problem-solving capabilities
• Ability to work in a high-energy fast-paced team-oriented work environment and adapt quickly to changing priorities

Travel

Workstyle

The total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity) discretionary bonuses or commissions. This position is eligible for a benefits package that may include medical dental and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation holidays and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered visit .

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms 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.