Senior Client Services Associate - RJ Bank

Essential Duties and Responsibilities

• Assists in monitoring team workflows to ensure assignments are completed in an accurate and timely manner.

• Provides support and direction to incoming callers regarding operational requirements, processes, policies and time frames.

• Responsible for opening new deposit accounts

• Facilitates training of associates and provide education to branch associates on the use of applications and system enhancements.

• Extensive contact with internal customers and external contacts is required to identify, research, and resolve problems.

• Demonstrates department procedures and functionality to branch and home-office support staff.

• Provides and/or coordinates cross-training, coaching and mentoring. Serve as a back-up in cross-functional responsibilities during absences.

• Assists in research; develop, revise and maintain department on-line training manual as needs dictate.

• Provide and assist in implementing new ideas to increase job performance and production.

• Assist in monitoring and resolving issues related to regulations regarding client accounts, to identify potential problems or status of high-risk accounts and situations.

• Provides input to supervisor regarding prioritization of assignments on a regular basis.

• Prepares written recaps, reports and spreadsheets for special projects and submits to management for review.

• Processes and follows up on client documentation for proper maintenance of accounts.

• Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.

• Initiates efficiency and productivity improvements.

• Creates and maintains records and files.

• Ensures required client paperwork is current with firm and industry requirements, rules and regulations.

• Performs other duties, special projects and responsibilities as assigned.

Knowledge of

• Operations and systems of assigned functional area.

• Advanced customer operations and financial industry knowledge.

• Advanced accounting concepts and principles.

• Advanced investment concepts, practices and procedures used in the securities industry and as required by assigned functional area.

• Financial markets and products.

Skill in

• Detail orientation and flexibility sufficient to handle high volume of phone calls requiring quick analytical and supportive responses.

• Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel.

• Identifying and resolving operational issues.

• Numerical aptitude and critical thinking sufficient to solve operational problems.

• Analyzing operational processes and identifying opportunities for improvement.

• Operating standard office equipment and using required software applications to produce correspondence, reports and electronic communication.

Ability to

• Navigate stressful situations and provide a high level of customer service in a calm and professional manner.

• Partner with other functional areas to accomplish objectives.

• Attend to detail while maintaining a big picture orientation.

• Read, comprehend and apply business-related information.

• Interpret and apply policies and identify and recommend changes as appropriate.

• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organization levels.

• Research and analyze account information.

• Work independently as well as collaboratively within a team environment.

• Serve as a role model and provide a high level of customer service

• Establish and maintain effective working relationships at all levels of the organization.