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Client Service Associate

Job in Louisville, Jefferson County, Kentucky, 40201, USA
Listing for: Raymond James Financial, Inc.
Full Time position
Listed on 2026-01-12
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below

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.
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Position Requirements
10+ Years work experience
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