**Essential Duties and Responsibilities** + Acts as a liaison between home office departments and clients to research and resolve requests or issues regarding clients’ accounts, operations processes and technology applications; follows all the way through resolution and final communications. + Assist with various requests for information, referring more complex matters to colleagues. + Answer the telephone and assist callers or those making varied inquiries by email with requests for information, assistance, or education. + Conduct standard customer service activities and manage simple customer inquiries. + Partners effectively with other members of the Service team in supporting client requests. + Enter data into company systems, and review and verify the information to ensure accuracy and accessibility. + Function as a systems liaison, helping clients navigate and utilize various internal platforms by directing them to the appropriate tools and resources. + Works closely with other teams within RCS to enhance current processes. + Provide support to teammates and management as assigned. + Perform additional duties and responsibilities as assigned **Knowledge, Skills, and Abilities** **Knowledge of** + Proficient in Microsoft Excel + Various account types and general industry operations. + Preferred: Familiarity with Raymond James back-office systems, including COB, Relationship Management Center, Reports Center, Alerts Portal, and Consolidated Order Entry, or the ability to quickly learn and adapt to these platforms. **Skilled in** + Works under supervision to meet high customer service standards. + Demonstrate organizational and time management skills with the ability to prioritize tasks, manage multiple responsibilities, and meet tight deadlines. + Proficient in operating standard office equipment and utilizing essential software applications to create professional correspondence, presentations, emails, and spreadsheets. + Use clear and effective verbal communications skills. + Strong attention to detail to ensure high-quality output without compromising efficiency or workflow. + Proven ability to follow through on tasks to ensure timely resolution and completion. + Works with full competence to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. **Ability to** + Deliver exceptional customer service with professionalism, courtesy, and composure in all interactions. + Build and maintain effective working relationships across varied levels of the organization. + Effectively organize, track multiple tasks, and shift priorities in a challenging environment. + Perform well under pressure, maintaining productivity and focus during periods of high workload and tight deadlines. + Efficiently multitask across various functions and responsibilities daily. + Work independently while also contributing collaboratively within a team setting. + Develop knowledge and understanding of the organization's policies and procedures. **Educational/Previous Experience Requirements** + Bachelor's degree in a related field or an equivalent combination of education and work experience. + Three (3) or more years’ experience in financial services / operations. + Experience in a service organization/role preferred