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For your reference, we have included the original job posting below.
Account Service Team Assoc II
Job Number:
36883823
Company Name:
Raymond James
Job Location:
Tampa, FL US
Job Category:
Accounting & Finance
Account Service Team Assoc II
Title: Account Service Team Assoc II Location: US-FL-Tampa-Tampa Other Locations: Job Summary: Under general supervision, uses advanced skills gained through training and experience to serve as the specialist between Branches and the Home Office in a call center environment. Provides support and direction to incoming callers and training for new employees regarding operational processes, policies and regulatory requirements. Offers educational guidance to minimize regulatory exposure and protect the liability of the Firm, Financial Advisors and clients.
Essential Duties and Responsibilities: * Answers and responds to phone and email inquiries regarding complex issues. * Interprets rules and regulations by applying advanced retirement plan knowledge. * Communicates research and resolve issues with other departments within Raymond James. * Gathers information for trend analysis and provide input on process improvement. * Provides support as well as assist in on-the-job training of level I associates. * Reviews daily reports of individual phone statistics to evaluate personal performance. * Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities: Knowledge of: * Intermediate understanding of retirement plans. * General office practices and procedures. Skill in: * Operating standard office equipments and using required software applications, including Microsoft Office applications (Word, Excel, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence. * Operating call center software applications. * Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines. Ability to: * Communicate information orally and written in a clear and effective manner sufficient to explain complex regulations. * Take an active part in the training and development of new associates. * Effectively gather relevant information and identify key issues. * Provide a high level of customer service in a fast paced call center environment. * Research and resolve problems in a timely manner. * Attention to detail. Educational/Previous Experience Requirements: * High School diploma or equivalent with a minimum of two (2) years of customer service experience. ~or~ * Any equivalent combination of education, experience and/or training approved by Human Resources.
