**Job Title:** Client Support Assistant - Remote Work
**Company:** Raymond James Financial
**Location:** Canberra, Australian Capital Territory, AU
**Job Type:** Part-time
**Seniority:** Entry Level
**Experience Required:** 1 Year
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**Job Description:**
Raymond James Financial is seeking a dynamic and motivated **Client Support Assistant** to join our remote team in Canberra. This entry-level position is ideal for individuals passionate about delivering exceptional client service and eager to grow within the financial services industry. In this role, you will assist in providing unparalleled support to our clients and enhance their overall experience with our company.
**Key Responsibilities:**
1. **Client Communication:**
- Respond promptly to client inquiries via email, live chat, and telephone.
- Provide clear and accurate information regarding services, resolve client issues, and escalate concerns to senior staff when necessary.
2. **Account Management:**
- Assist in the maintenance and updating of client accounts by ensuring all information is accurate and current.
- Support clients in understanding their financial reports and statements, guiding them through various processes related to their accounts.
3. **Documentation and Administration:**
- Manage and organize client documentation, ensuring compliance with company policies and regulatory requirements.
- Assist in the preparation, processing, and tracking of client transactions and requests.
4. **Team Collaboration:**
- Work closely with other departments, including sales and operations, to ensure a seamless client experience.
- Participate in team meetings and training sessions, contributing innovative ideas to improve departmental processes.
5. **Customer Experience Enhancement:**
- Gather feedback from clients to identify trends and areas for improvement; provide input on operational enhancements.
- Develop creative solutions to client challenges and proactively recommend enhancements to service delivery.
6. **Professional Development:**
- Engage in continuous learning and training opportunities provided by the company to increase knowledge and skills within the financial services sector.
- Take ownership of personal development through independent study and participation in available workshops.
**Requirements:**
- **Education & Experience:**
- High school diploma or equivalent; Associate's or Bachelor's degree preferred.
- 1 year of experience in a client support or customer service role, preferably within finance or banking.
- **Technical Skills:**
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with CRM software.
- Strong aptitude for learning new software and technologies relevant to the role.
- **Personal Qualities:**
- Energetic and dedicated, with a proactive approach to tasks.
- A strong desire to assist clients and go above and beyond to meet their needs.
- **Soft Skills:**
- Exceptional communication skills, both written and verbal.
- Strong analytical and problem-solving abilities with an innovative and creative mindset.
**Benefits:**
- Complimentary snacks and refreshments at our remote work events.
- Financial support for travel and personal expenses related to training and events.
- Comprehensive training programs and opportunities for professional development to foster career growth.
**Working Environment:**
At Raymond James Financial, we nurture an entrepreneurial atmosphere, encouraging creativity and innovation even within our established organization. Our team thrives on collaboration and open communication, where your ideas are valued, and growth is a shared goal.
**Application Deadline:** ********
Raymond James Financial is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage applications from all backgrounds and are dedicated to ensuring that every individual feels valued and respected in our workforce.How to apply: Apply on GrabJobs and you will be notified if shortlisted for the job.
