Transitions Onboarding Associate
Raymond James Financial, Inc.
**Responsibilities** :
+ Receive visitors and 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 or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
+ Carry out standard customer service activities and handle simple customer inquiries.
+ Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
+ Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
+ Maintain files and records.
+ Organize own work schedule each day in line with changing priorities.
+ Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
+ Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
**Skills** :
+ Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
+ Supports business processes under supervision by applying an elementary understanding and effective use of standard office equipment and standard software packages.
+ Works under supervision at an elementary level to develop appropriate plans or perform necessary actions based on recommendations and requirements.
+ Works at a basic level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision.
+ Works at a basic level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision.
+ Works under supervision at an elementary level to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
+ Works under supervision at an elementary level to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
+ Works at a basic level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision.
+ Works under supervision at an elementary level to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
+ Receives, monitors and deals with allocated customers at an elementary level, working under supervision.
+ Applies elementary understanding of the business environment and objectives to develop solutions under supervision.
+ Works under supervision at an elementary level to meet high customer service standards.
+ Works under supervision at an elementary level to understand and effectively operate all customer management systems.
+ Works under supervision to perform elementary data analysis for use in reports to help guide decision making.
+ Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system.
+ Works at a basic level to recognize sales opportunities during service interactions to enhance overall customer service. Typically works under close supervision.
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