Vacancy Description
**Essential Duties and Responsibilities**
+ Acts as a liaison between home office departments and clients to research and resolve complex, escalated issues regarding clients’ accounts, operations processes and technology applications; follows the issue all the way through resolution and final communications.
+ Overall ownership to resolve client requests and escalated issues.
+ Identifies and independently resolves complex issues for clients when possible.
+ Determines best method to resolve issues to ensure client satisfaction and adherence to policy and procedure.
+ Proactively follows up in a timely manner, either verbally or in writing, to ensure client satisfaction.
+ Responds to inquiries related to qualifications, instructions, or paperwork requirements for various programs or account types.
+ Coordinates or facilitates training on the Raymond James platform; proactively shares best practices for navigating and working within the various systems.
+ ...
+ Acts as a liaison between home office departments and clients to research and resolve complex, escalated issues regarding clients’ accounts, operations processes and technology applications; follows the issue all the way through resolution and final communications.
+ Overall ownership to resolve client requests and escalated issues.
+ Identifies and independently resolves complex issues for clients when possible.
+ Determines best method to resolve issues to ensure client satisfaction and adherence to policy and procedure.
+ Proactively follows up in a timely manner, either verbally or in writing, to ensure client satisfaction.
+ Responds to inquiries related to qualifications, instructions, or paperwork requirements for various programs or account types.
+ Coordinates or facilitates training on the Raymond James platform; proactively shares best practices for navigating and working within the various systems.
+ ...
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