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Client Service Associate-Jackson, TN

at Raymond James

JuniorNo visa sponsorshipOther

Posted a day ago

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Country

United States

**Client Service Associate-Jackson, TN** supports ensuring high client satisfaction, handling client requests, and solving issues. Key responsibilities involve cross-selling services, accountable for handling inbound calls/emails, and updating client records in Salesforce CRM. Required skills are exceptional communication, prioritization, and experience with CRM software, preferably Salesforce. A minimum of 2 years in client service or equivalent role, with proficiency in Microsoft Office Suite. Bachelor's degree a plus. Experience with SSAE16 process a plus.