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Client Service Associate

Raymond James Financial, Inc. - Louisville, KY

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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.

Created: 2025-11-12

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