Client Service Associate - RJB

**Essential Duties and Responsibilities**+ Provides support and direction to incoming callers regarding operational requirements, processes, policies and time frames.+ Extensive contact with internal customers and external contacts is required to identify, research, and resolve problems.+ Demonstrates department procedures and functionality to visiting branch and home-office support staff.+ Serves as a back-up in cross-functional responsibilities during absences.+ Provides suggestions and input on efficiency and productivity improvements.+ Prepares required mailings to clients.+ Learns and follows department policies, procedures and requirements.+ May recommend changes to existing policies and procedures.+ Performs other duties and responsibilities as assigned.**Knowledge of**+ Operations and systems of assigned functional area.+ Basic customer operations and financial industry knowledge.+ Basic accounting concepts and principles.+ Basic investment concepts, practices and procedures used in the securities industry and as required by assigned functional area.**Skill in**+ Operating standard office equipment and using required software applications to produce correspondence, reports, and electronic communications.+ Interpersonal and communication(written and verbal) skills sufficient to interact with associates at all levels of the organizational as well as financial advisors and branch personnel.+ Identifying and recommending solutions to operational issues.+ Organization skills and attention to detail sufficient to handle high volumes of phone calls requiring quick analytical and supportive responses.**Ability to**+ Organize and prioritize workload to meet deadlines.+ Handle stressful situations and provide a high level of customer service in a calm and professional manner.+ Use independent judgment on a variety of issues.+ Constructively work under stress and pressure when faced with high volume and deadlines.+ Provide courteous, timely service when addressing client issues and transactions.+ Use good judgment in responding to client issues.+ Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.+ Participate in on-the-job training and other learning activities to develop knowledge and regulatory compliance+ Work independently as well as collaboratively within a team environment.