Raymond James
Client Services Representative, Servicing
Pittsburgh, Pennsylvania - United States, USA · Mid
Sponsorship not specifiedDetected 1 day ago
SalesAccountingCustomer SupportCommunicationProblem Solving
Stay score
odds of building a lasting career here
33Risky
Cap-exempt (no lottery)0
Sponsors this role65
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
Thin sponsorship signal and lottery-bound. A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
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About the role
- This position includes working closely with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance, Financial Advisors and all other authorized parties affiliated with each Private Banking transaction.
- Interacts daily with internal and external clients and provide customized solutions to their requests
- Works closely with relationship managers, inside sales, portfolio managers, internal and external counsel, compliance, borrowers and all other authorized parties affiliated with each transaction
Responsibilities
- At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
Requirements
- Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
- Strong work ethic and ability to be self-directed
- Ability to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities
- Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
- General Experience - 3 to 6 years
Nice to have
- Prior bank operations and/or client service experience preferred.
Skills
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
- Essential Skills and Abilities:
- Exceptional interpersonal and communication skills
Compensation
- The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Benefits
- The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
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