Account Transfer Specialist

Raymond James Financial, Inc. • Southfield, MI • 16h ago

Responsibilities:

Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.

Answer the telephone and assist callers or those making varied inquiries by email or mail with any requests for information, directing more complex matters to colleagues as necessary. Initiate contact internally and externally to convey requests, provide instructions, or obtain information on behalf of a senior colleague.

Respond accurately and promptly to a broad range of questions and issues raised.

Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.

Provide efficient service by carrying out standard branch operations tasks and informing customers about simple products.

Create a local document management system for an office or department.

Organize own work schedule in order to get the job done, coordinating with support services and assigning short-term tasks to others if necessary.

Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Knowledge of:

Complex concepts, practices, procedures, and industry regulations related to multiple transfer processes and products (mutual funds, alternative investments, annuities, etc.).

Principles and practices of customer relations and communications.

Excel, Word, Outlook and other applications as needed.

Skills:

Uses clear and effective verbal communications skills without supervision and provides technical guidance when required on expressing ideas, requesting actions and formulating plans or policies.

Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.

Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements.

Works to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works with guidance.

Works to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works with guidance.

Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.

Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.

Works to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works without supervision and may provide technical guidance.

Works with guidance (but not constant supervision) to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.

Receives, monitors and deals with allocated customers with guidance (but not constant supervision)

Applies understanding of the business environment and objectives to develop solutions with guidance but not constant supervision.

Works without supervision while providing technical guidance as needed on meeting high customer service standards.

Works without supervision and provides technical guidance when required on understanding and effectively operating all customer management systems.

Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.

Works with guidance (but not constant supervision) to select, deploy and get the best results from the most appropriate office system.

Works to recognize sales opportunities during service interactions to enhance overall customer service. Typically works with guidance.

Similar Jobs

Experienced Tax Preparer

ABC Tax Service LLC DBA Jackson Hewitt Tax Service • Wayne, MI • 57min ago

Finance, Accounting & Banking

Calling all Experienced Tax Preparers! Join our team for an exciting opportunity that offers flexible schedules. Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level...

57min ago

Go to Apply

Account Executive- Commercial Property & Casualty

MMC • Southfield, MI • 59min ago

Sales & Marketing

We are seeking a talented individual to join our team at Marsh as an Account Executive supporting our Commercial Property & Casualty clients based out of our Detroit or Grand Rapids office. This is a hybrid role that...

59min ago

Go to Apply

Manager, Retirement Benefits

Blue Cross Blue Shield of Michigan • Detroit, MI • 1h ago

Management & Administrative

Seeking highly experienced and results-driven Retirement Benefits manager to develop and lead a team focused on delivering exceptional customer service through operational excellence. The ideal candidate is a strategic t...

1h ago

Go to Apply

Senior Energy Specialist

INFOTREE SERVICE • Plymouth, MI • 3h ago

Manufacturing & Warehouse

Position: Senior Energy Specialist {#position-senior-energy-specialist data-start="113" end="155"} Overview: The Senior Energy Specialist supports manufacturing facilities in optimizing energy use across buildings, equip...

3h ago

Go to Apply

Commodity Manager ll

Roush Enterprises • Livonia, MI • 3h ago

Management & Administrative

We work alongside the best and brightest to do incredibly cool things you wouldn't believe. At Roush, you're part of building the future. Are you someone that has a passion for providing innovated solutions to complex ch...

3h ago

Go to Apply

Electrical Technician I

Roush Enterprises • Livonia, MI • 3h ago

IT & Engineering

At Roush, we fuse technology and engineering to provide product development solutions to customers in a diverse range of industries. Widely recognized for providing engineering, testing, proto@type, and manufacturing ser...

3h ago

Go to Apply

Project Coordinator

Roush Enterprises • Livonia, MI • 3h ago

3h ago

Go to Apply

Production Supervisor

TEC Group Inc • Sterling Heights, MI • 3h ago

Manufacturing & Warehouse

Description: The Production Supervisor will be responsible for managing small work teams in a fast paced, high volume, unionized, manufacturing environment. The Production Supervisor is responsible for ensuring team safe...

3h ago

Go to Apply

Quality / Manufacturing Engineer

V2soft Inc. • Dearborn, MI • 4h ago

IT & Engineering

V2Soft is a global leader in IT services and business solutions, delivering innovative and cost-effective technology solutions worldwide since 1998. We have headquarteerd in Bloomfiled Hills, MI and have 16 offices sprea...

4h ago

Go to Apply

Hot Runner Technical Specialist/OSR

PCS Company • Fraser, MI • 4h ago

IT & Engineering

Prospects, identifies and "hunts" for new Hot Runner customers; Establishes targets and goals for HR sales and activities with management; Travel to customer locations both domestic and international to support PCS hot r...

4h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.