As a Client Service Representative at Raymond James, I deliver high-quality service to clients across various industries, maintaining and extending relationships for future business opportunities. I collaborate cross-functionally with our internal clients to facilitate an excellent client experience and provide strategic feedback based on their needs and pain points.I have a strong background in client onboarding, customer success, and business reviews, with a proven track record of exceeding expectations and increasing retention rates. I am well-versed in the products, services, and consumer trends of Raymond James, and I uphold the highest ethical standards and customer trust. I am enthusiastic about my role and motivated to grow and learn in a dynamic and supportive environment.
Listed skills include Customer Retention, Leadership, Microsoft Office, Management, and 13 others.