Capital Access Associate - Req. 1803289

Raymond James Southfield , MI 48086

Posted 2 months ago

Description

Knowledge, Skills, and Abilities:

Knowledge of:

  • Basic concepts, principles and practices of excellent customer service.

  • General office practices and procedures.

  • Comprehensive knowledge of Raymond James products.

Skill in:

  • Problem solving skills sufficient to effectively analyze, research and resolve issues.

  • Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

  • In-house and vendor systems.

  • Operating standard office equipment and using required software applications, including Microsoft Office applications (Word, Excel, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence.

Ability to:

  • Communicate information orally and written in a clear and effective manner sufficient to interact with internal associates and external contacts at all levels.

  • Give customer satisfaction high priority and proactively address customer needs.

  • Research and resolve problems in a timely manner.

  • Assist in the training and support of new department associates.

  • Attend to detail.

  • Work in a fast-paced environment with frequent interruptions and changing priorities.

Educational/Previous Experience

Requirements:
  • High School diploma or equivalent and minimum two (2) years' experience in business and/or customer service.

~or~

  • Any equivalent combination of education, experience and/or training approved by Human Resources.

Licenses/Certifications:

  • None Required.

Qualifications

Knowledge, Skills, and Abilities:

Knowledge of:

  • Basic concepts, principles and practices of excellent customer service.

  • General office practices and procedures.

  • Comprehensive knowledge of Raymond James products.

Skill in:

  • Problem solving skills sufficient to effectively analyze, research and resolve issues.

  • Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

  • In-house and vendor systems.

  • Operating standard office equipment and using required software applications, including Microsoft Office applications (Word, Excel, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence.

Ability to:

  • Communicate information orally and written in a clear and effective manner sufficient to interact with internal associates and external contacts at all levels.

  • Give customer satisfaction high priority and proactively address customer needs.

  • Research and resolve problems in a timely manner.

  • Assist in the training and support of new department associates.

  • Attend to detail.

  • Work in a fast-paced environment with frequent interruptions and changing priorities.

Educational/Previous Experience

Requirements:
  • High School diploma or equivalent and minimum two (2) years' experience in business and/or customer service.

~or~

  • Any equivalent combination of education, experience and/or training approved by Human Resources.

Licenses/Certifications:

  • None Required.
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Capital Access Associate - Req. 1803289

Raymond James