Top 50 Client service representative Jobs in Lexington, Ky

Client Service Associate
Raymond James Financial, Inc. —Lexington, KY
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
1d
Customer Service Representative - State Farm Agent Team Member
Steve Woodrum - State Farm Agent —Georgetown, KY
- $45,000 - $65,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- 401(k)
- Paid time off
Quick Apply
Customer Service Representative
Motion Industries, Inc. —Versailles, KY
- Full-time
- Computer literacy
- High school diploma or GED
- Organizational skills
- Paid holidays
- Health insurance
Quick Apply
12d
Customer Service Representative
Central Business Systems Inc. —Lexington, KY
- Full-time
- Mid-level
- Office
- Continuous improvement
Quick Apply
Guest Services Representative | Part-Time | Lexington SC Stadium
Oak View Group —Lexington, KY
- $14 an hour
- Part-time
- High school diploma or GED
- Entry level
- 401(k)
- 401(k) matching
Customer Service Representative
Solaris Diagnostics —Nicholasville, KY
- $16 - $19 an hour
- Full-time
- Computer literacy
- HIPAA
- Office
Quick Apply
5d
Wealth Management Client Associate
Bank of America —Lexington, KY
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Customer Service Rep
Uptown Hounds —Lexington, KY
- Part-time
- No education required
- In-person
- Entry level
- Paid training
- Employee discount
Quick Apply
Data Entry Clerk/Customer Service Representative
Metals Depot —Winchester, KY
- From $16.50 an hour
- Urgently hiring
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Paid holidays
- Health insurance
Quick Apply
Customer Service Representative
VITALIZING BUSINESS SOLUTIONS INC —Winchester, KY
- $15 an hour
- Seasonal
- Background check
- High school diploma or GED
- Entry level
Quick Apply
Business Client Services Specialist
Sterling Thompson Company —Lexington, KY
- Online Application
- Hybrid work
- Microsoft Outlook
- Research
- Office
- Paid holidays
- Disability insurance
Quick Apply
14d
Client Service Representative Emergency
Advanced Animal Care —Richmond, KY
- $14 an hour
- Part-time
- Conflict management
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Design Desk Specialist
GALLS —Lexington, KY
- Full-time
- Mid-level
- Communication skills
- Time management
Quick Apply
Customer Service Representative - State Farm Agent Team Member
Alan Walters - State Farm Agent —Winchester, KY
- $30,000 - $70,000 a year
- Full-time
- Office
- Entry level
- Paid time off
- Opportunities for advancement
Quick Apply
Public Entity Insurance Client Advisor I
Houchens Insurance Group INC. —Lexington, KY
- Full-time
- Office
- Bachelor's degree
- 2 years
Quick Apply
Customer Success Advocate
Dan Cummins of Georgetown —Georgetown, KY
- Email
- Clean driving record
- Dealership
- Computer literacy
- Paid holidays
- Health insurance
Quick Apply
9d
Agent Services Representative - Realty
HomeServices KOI —Lexington, KY
- Customer service
- Mid-level
- Office
- Health savings account
- Health insurance
Customer Service Representative - Insurance
Big I Kentucky —Harrodsburg, KY
- $45,000 - $50,000 a year
- Full-time
- Hybrid work
- Mid-level
- Organizational skills
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Edgewater Insurance CSR
Pinnacle Bank —Lexington, KY
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Profit sharing
- Health savings account
Merchandising Area Supervisor
Signature Retail Services, Inc —Lexington, KY
- $20 - $22 an hour
- Full-time
- Merchandising
- Mid-level
- Driver's License
- Profit sharing
- Health insurance
Quick Apply

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Client Service Associate

Raymond James Financial, Inc. -
Lexington, KY

Apply Now

Job Details

Full-time
1 day ago

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

High school diploma or GED

Full Job Description

Job Description Summary

Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.

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 - 0 to 3 months

Certifications

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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

Apply Now

Refine Your Search

client service representative jobs in lexington, ky

Client Service Associate

Customer Service Representative - State Farm Agent Team Member

Customer Service Representative

Customer Service Representative

Guest Services Representative | Part-Time | Lexington SC Stadium

Customer Service Representative

Wealth Management Client Associate

Customer Service Rep

Data Entry Clerk/Customer Service Representative

Customer Service Representative

Business Client Services Specialist

Client Service Representative Emergency

Design Desk Specialist

Customer Service Representative - State Farm Agent Team Member

Public Entity Insurance Client Advisor I

Customer Success Advocate

Agent Services Representative - Realty

Customer Service Representative - Insurance

Edgewater Insurance CSR

Merchandising Area Supervisor

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