**Job Description** Responsibilities: Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems. Sell simple products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team. Help manage clients by carrying out standard activities and providing support to others. Receive visitors and respond accurately and promptly to a broad range of questions and issues raised. Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats. Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports. Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems. Provide day-to-day support on both new and existing accounts by performing prescribed and nonroutine account management activities. Help the account management team respond to more-complex customer inquiries. Find the most effective ways to respond to routine functional inquiries. Involves following procedures and precedents. Deliver mostly routine sales support services. Monitor and analyze data using established finance systems and protocols. Provide routine support services to others. Skills: Uses clear and effective verbal communications skills without supervision and provides technical guidance when required on expressing ideas, requesting actions and formulating plans or policies. Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed. Works with guidance (but not constant supervision) to orient the seller's organization around delivering to the key needs of their customers. Applies understanding of the business environment and objectives to develop solutions without supervision, while also providing technical assistance when necessary. Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements. Works with guidance (but not constant supervision) to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations. Works at an intermediate level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works with guidance. Conducts research and analyzes data with guidance (but not constant supervision) in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making. Works with guidance (but not constant supervision) to grow the value of the account through cross-sell and up-sell opportunities. Works at an intermediate level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works with guidance. Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives. Works with guidance (but not constant supervision) to uncover clients’ explicit needs and/or unforeseen opportunities and challenges. Works with guidance (but not constant supervision) to help the client prioritize their business objectives and challenges. Works at an intermediate level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works with guidance. Works with guidance (but not constant supervision) to manage client accounts in a way that provides benefits both for the organization and its clients. Works with guidance (but not constant supervision) to quickly and effectively establish trust within the buying centers in the client’s organization. Works with guidance (but not constant supervision) to meet high customer service standards. Works with guidance (but not constant supervision) to understand and effectively operate all customer management systems. Works under guidance (but not constant supervision) to acquire, organize, protect and process data to fulfill business objectives. Works with guidance (but not constant supervision) to continuously provide effective solutions and value to the client's organization. Works with guidance (but not constant supervision) to acknowledge a client's indifference and gain agreement from the client to discover the root causes of resistance. Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance (but not constant supervision). Works with guidance (but not constant supervision) to select, deploy and get the best results from the most appropriate office system. Works at an intermediate level to recognize sales opportunities during service interactions to enhance overall customer service. Typically works with guidance. Works with guidance (but not constant supervision) to articulate the customer needs in the customer's business language and business context. Works with guidance (but not constant supervision) to articulate why a client does or does not want a change based on their business objectives and challenges. **Education** Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance **Work Experience** Manager Experience - None **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-DG1