11 Customer Service jobs in Clarion

Store Family Dollar
**Family Dollar is seeking motivated individuals to support our Stores as we provide essential products at great values to the communities we serve.**
**General Summary**
As a Family Dollar Customer Service Representative you will be responsible for providing exceptional service to our customers. Key priorities include greeting customers, assisting them with selection of merchandise, completing transactions, and answering questions regarding the store and merchandise.
**Principle Duties and Responsibilities:**
- Provides customer engagement in positive and approachable manner.
- Assists in maintaining a clean, well-stocked store for customers during their shopping experience.
- Helps in the unloading of merchandise from delivery trucks, organizes merchandise, and transports merchandise from stockroom to sales floor.
- Independently stocks shelves and recovers merchandise in the store.
- Accurately handles customer funds and processes transactions using the POS system.
- Remains constantly aware of customer activity to ensure a safe and secure shopping environment.
- Performs all other duties as assigned in order to maintain an effective and profitable store operation.
**Position Requirements:**
**_Education:_** Prefer completion of high school or equivalent. Ability to follow directives and interpret retail operational documents as assigned.
**_Experience:_** Prefer experience working in retail, hotel, restaurant, grocery or drug store environments.
**_Physical Requirements:_** Ability to regularly lift up to 40lbs. (and occasionally, up to 55 lbs.) from floor level to above shoulder height; must be able to meet demands of frequent walking, standing, stooping, kneeling, climbing, pushing, pulling and repetitive lifting, with or without reasonable accomodation.
**_Availability:_** Ability to work flexible, full-time schedule to include days, evenings, weekends and holidays.
**_Skills and Competencies:_** Customer Focus, Developing Potential, Results Driven, Strong Organizational Skills, Communication Skills, Problem Solving/Decision Making, Job Knowledge and Relationship Management.
Family Dollar Stores, Inc. is an Equal Opportunity Employer.

Store Family Dollar
**Family Dollar is seeking motivated individuals to support our Stores as we provide essential products at great values to the communities we serve.**
**General Summary**
As a Family Dollar Customer Service Representative you will be responsible for providing exceptional service to our customers. Key priorities include greeting customers, assisting them with selection of merchandise, completing transactions, and answering questions regarding the store and merchandise.
**Principle Duties and Responsibilities:**
- Provides customer engagement in positive and approachable manner.
- Assists in maintaining a clean, well-stocked store for customers during their shopping experience.
- Helps in the unloading of merchandise from delivery trucks, organizes merchandise, and transports merchandise from stockroom to sales floor.
- Independently stocks shelves and recovers merchandise in the store.
- Accurately handles customer funds and processes transactions using the POS system.
- Remains constantly aware of customer activity to ensure a safe and secure shopping environment.
- Performs all other duties as assigned in order to maintain an effective and profitable store operation.
**Position Requirements:**
**_Education:_** Prefer completion of high school or equivalent. Ability to follow directives and interpret retail operational documents as assigned.
**_Experience:_** Prefer experience working in retail, hotel, restaurant, grocery or drug store environments.
**_Physical Requirements:_** Ability to regularly lift up to 40lbs. (and occasionally, up to 55 lbs.) from floor level to above shoulder height; must be able to meet demands of frequent walking, standing, stooping, kneeling, climbing, pushing, pulling and repetitive lifting, with or without reasonable accomodation.
**_Availability:_** Ability to work flexible, full-time schedule to include days, evenings, weekends and holidays.
**_Skills and Competencies:_** Customer Focus, Developing Potential, Results Driven, Strong Organizational Skills, Communication Skills, Problem Solving/Decision Making, Job Knowledge and Relationship Management.
Family Dollar Stores, Inc. is an Equal Opportunity Employer.

Store Family Dollar
**Family Dollar is seeking motivated individuals to support our Stores as we provide essential products at great values to the communities we serve.**
**General Summary**
As a Family Dollar Customer Service Representative you will be responsible for providing exceptional service to our customers. Key priorities include greeting customers, assisting them with selection of merchandise, completing transactions, and answering questions regarding the store and merchandise.
**Principle Duties and Responsibilities:**
- Provides customer engagement in positive and approachable manner.
- Assists in maintaining a clean, well-stocked store for customers during their shopping experience.
- Helps in the unloading of merchandise from delivery trucks, organizes merchandise, and transports merchandise from stockroom to sales floor.
- Independently stocks shelves and recovers merchandise in the store.
- Accurately handles customer funds and processes transactions using the POS system.
- Remains constantly aware of customer activity to ensure a safe and secure shopping environment.
- Performs all other duties as assigned in order to maintain an effective and profitable store operation.
**Position Requirements:**
**_Education:_** Prefer completion of high school or equivalent. Ability to follow directives and interpret retail operational documents as assigned.
**_Experience:_** Prefer experience working in retail, hotel, restaurant, grocery or drug store environments.
**_Physical Requirements:_** Ability to regularly lift up to 40lbs. (and occasionally, up to 55 lbs.) from floor level to above shoulder height; must be able to meet demands of frequent walking, standing, stooping, kneeling, climbing, pushing, pulling and repetitive lifting, with or without reasonable accomodation.
**_Availability:_** Ability to work flexible, full-time schedule to include days, evenings, weekends and holidays.
**_Skills and Competencies:_** Customer Focus, Developing Potential, Results Driven, Strong Organizational Skills, Communication Skills, Problem Solving/Decision Making, Job Knowledge and Relationship Management.
Family Dollar Stores, Inc. is an Equal Opportunity Employer.

Store Family Dollar
**Family Dollar is seeking motivated individuals to support our Stores as we provide essential products at great values to the communities we serve.**
**General Summary**
As a Family Dollar Customer Service Representative you will be responsible for providing exceptional service to our customers. Key priorities include greeting customers, assisting them with selection of merchandise, completing transactions, and answering questions regarding the store and merchandise.
**Principle Duties and Responsibilities:**
- Provides customer engagement in positive and approachable manner.
- Assists in maintaining a clean, well-stocked store for customers during their shopping experience.
- Helps in the unloading of merchandise from delivery trucks, organizes merchandise, and transports merchandise from stockroom to sales floor.
- Independently stocks shelves and recovers merchandise in the store.
- Accurately handles customer funds and processes transactions using the POS system.
- Remains constantly aware of customer activity to ensure a safe and secure shopping environment.
- Performs all other duties as assigned in order to maintain an effective and profitable store operation.
**Position Requirements:**
**_Education:_** Prefer completion of high school or equivalent. Ability to follow directives and interpret retail operational documents as assigned.
**_Experience:_** Prefer experience working in retail, hotel, restaurant, grocery or drug store environments.
**_Physical Requirements:_** Ability to regularly lift up to 40lbs. (and occasionally, up to 55 lbs.) from floor level to above shoulder height; must be able to meet demands of frequent walking, standing, stooping, kneeling, climbing, pushing, pulling and repetitive lifting, with or without reasonable accomodation.
**_Availability:_** Ability to work flexible, full-time schedule to include days, evenings, weekends and holidays.
**_Skills and Competencies:_** Customer Focus, Developing Potential, Results Driven, Strong Organizational Skills, Communication Skills, Problem Solving/Decision Making, Job Knowledge and Relationship Management.
Family Dollar Stores, Inc. is an Equal Opportunity Employer.

**Req ID:** 459833
**Address:** I-80 & SR 28, Exit 81 Brookville, PA, 15825
**Benefits:** _* Fuel Your Growth with Love's - company funded tuition assistance program_ _* Paid Time Off * Flexible Scheduling * 401(k) - 100% Match up to 5% * Medical/Dental/Vision Insurance after 30 days * Competitive Pay * Career Development * Hiring Immediately_
**Welcome to Love's!**
At Love's, our cashiers work in a fast-paced environment and maintain clean places while having friendly faces. They provide fast, friendly, and accurate services for customers. They may perform various duties depending on business needs so flexibility and teamwork skills are important. No experience? No problem. We will teach you!
**Job Functions** :
+ General customer service duties including, but not limited to, helping customers find items, answering questions about products and services, and addressing customer needs.
+ Balancing a cash register by completing customer transactions and offering additional sales opportunities to customers while following all state and local laws.
+ Use a variety of methods and technology to ensure proper food safety conditions of our fresh food and deli products.
+ Responsibility for cleaning your direct working area, the sales floor, restrooms, showers, gas/diesel pumps, and completing trash runs.
+ Additional duties could include cross training in other departments such as Restaurant Services, Fresh Kitchen, Facility Maintenance, and leadership roles.
+ Ability to move, lift 25+ pounds. Ability to work in various temperatures.
**Our Culture**
We are a 60-year family-owned enterprise that creates an environment where team members can thrive, driving the company forward and building a rewarding career with unmatched growth opportunities.
Come see why Love's Travel Stops and Country Stores was recognized by Indeed as the winner of the Better Work Award in 2023.
**Love's Travel Stops and Country Stores is an Equal Opportunity Employer. Veterans encouraged to apply.**
Love's has been fueling customers' journeys since 1964. Innovation and perseverance continue to lead the way for the family-owned and -operated business headquartered in Oklahoma City with more than 40,000 team members in North America and Europe. The company's core business is travel stops and convenience stores with more than 630 locations in 42 states. Love's continues its commitment to offer products and services that provide value for professional drivers, fleets, four-wheel customers, RVers, alternative fuel and wholesale fuel customers. Giving back to communities Love's serves and maintaining an inclusive and diverse workplace are hallmarks of the company's award-winning culture.
The Love's Family of Companies includes:
+ Gemini Motor Transport, one of the industry's safest trucking fleets.
+ Speedco and Love's Truck Care, the largest oil change and preventive maintenance and total truck care network.
+ Musket, a rapidly growing, Houston-based commodities supplier and trader.
+ Trillium, a Houston-based alternative fuels expert.
+ TVC Pro-driver, a commercial driver's license (CDL) protection subscription service.
EOE-Protected Veterans/Disability

POSITION SUMMARY

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Provide service coverage for a FA/PWA/team including:

• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA/team
• Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
• Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
• Assist FAs / PWAs/ teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures, and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management.
  
  ADMINISTRATIVE SUPPORT:
• Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

• High School Diploma/Equivalency
• College degree preferred
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Additional Licenses: Series 8 (or 9 and 10)
• Two or more years of industry experience preferred

Knowledge/Skills

• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Detail orientated with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multitask
• Goal oriented, self-motivated and results driven

Reports to:

• Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job Description
Job Summary

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!

Essential Duties and Responsibilities

• Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.

• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.

• With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.

• Opens new client accounts and researches client and security information using internal databases and other technologies.

• For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.

• Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.

• Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.

• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.

• Assists Financial Advisors with marketing efforts including seminars and other client-facing events.

• May enter orders at the direction of the Financial Advisor.

• Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.

• Performs other duties and responsibilities as assigned.

Knowledge of

• Company's working structure, policies, mission, and strategies.

• General office practices, procedures, and methods.

• Investment concepts, practices and procedures used in the securities industry.

• Financial markets, products and industry regulations.

Skill in

• Client Relationship Management (CRM) software, or similar contact management software.

• Excel, including developing spreadsheets as needed and for ongoing reporting.

• Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)

Ability to

• Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

• Analyze and research account information.

• Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

• Identify time sensitive items and assess competing priorities.

• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.

• Handle stressful situations and provide a high level of customer service in a calm and professional manner.

• Analyze problems and establish solutions in a fast paced environment.

• Use mathematics sufficient to process account and transaction information.

• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.

• Work both independently and as part of a cohesive team.

• Provide a high level of customer service.

Education/Previous Experience

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Education
High School (HS) (Required)

Work Experience
General Experience - 13 months to 3 years

Certifications

Travel
Less than 25%

Workstyle
Resident

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.

We expect our associates at all levels to:
•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

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AM2

**Job Description**
**Job Summary**
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
**Essential Duties and Responsibilities**
+ Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
+ Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
+ With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
+ Opens new client accounts and researches client and security information using internal databases and other technologies.
+ For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
+ Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
+ Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
+ Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
+ Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
+ May enter orders at the direction of the Financial Advisor.
+ Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
+ Performs other duties and responsibilities as assigned.
**Knowledge of**
+ Company's working structure, policies, mission, and strategies.
+ General office practices, procedures, and methods.
+ Investment concepts, practices and procedures used in the securities industry.
+ Financial markets, products and industry regulations.
**Skill in**
+ Client Relationship Management (CRM) software, or similar contact management software.
+ Excel, including developing spreadsheets as needed and for ongoing reporting.
+ Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
**Ability to**
+ Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
+ Analyze and research account information.
+ Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
+ Identify time sensitive items and assess competing priorities.
+ Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
+ Handle stressful situations and provide a high level of customer service in a calm and professional manner.
+ Analyze problems and establish solutions in a fast paced environment.
+ Use mathematics sufficient to process account and transaction information.
+ Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
+ Work both independently and as part of a cohesive team.
+ Provide a high level of customer service.
**Education/Previous Experience**
+ High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
**Education**
High School (HS) (Required)
**Work Experience**
General Experience - 13 months to 3 years
**Certifications**
**Travel**
Less than 25%
**Workstyle**
Resident
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.
We expect our associates at all levels to:
- 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
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AM2

Job Description

Job Summary
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!

Essential Duties and Responsibilities
•Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
•Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
•With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
•Opens new client accounts and researches client and security information using internal databases and other technologies.
•For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
•Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
•Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
•Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
•Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
•May enter orders at the direction of the Financial Advisor.
•Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
•Performs other duties and responsibilities as assigned.

Qualifications - External

Knowledge, Skills, and Abilities
Knowledge of
•Company's working structure, policies, mission, and strategies.
•General office practices, procedures, and methods.
•Investment concepts, practices and procedures used in the securities industry.
•Financial markets, products and industry regulations.

Skill in
•Client Relationship Management (CRM) software, or similar contact management software.
•Excel, including developing spreadsheets as needed and for ongoing reporting.
•Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail).

Ability to
•Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
•Analyze and research account information.
•Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
•Identify time sensitive items and assess competing priorities.
•Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
•Handle stressful situations and provide a high level of customer service in a calm and professional manner.
•Analyze problems and establish solutions in a fast paced environment.
•Use mathematics sufficient to process account and transaction information.
•Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
•Work both independently and as part of a cohesive team.
•Provide a high level of customer service.

Educational/Previous Experience Requirements
Education/Previous Experience
•High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred.
•OR ~
•An equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications
•None required

Education
High School (HS)

Work Experience
General Experience - 0 to 3 months

Certifications

Travel
Less than 25%

Workstyle
Resident

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.

We expect our associates at all levels to:
•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

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AC1