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Raymond James

Client Engagement Manager, RCS

Saint Petersburg, Florida, United StatesPosted 2 days ago
Full-timeonsite

Job Description

Job Description Summary

Review customer needs and prepare documents to facilitate business to business sales.

Job Description

Responsibilities:

  • Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
  • Interpret data and identify possible answers. Involves navigating a wide variety of processes, procedures, and precedents.
  • Advise others on how to design new processes and systems that meet professional standards.
  • Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.


Skills:

  • Orient the organization around delivering to the key needs of clients.
  • Interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment.
  • Probe and explore complex subjects thoroughly, extracting comprehensive information through insightful questioning to enhance understanding and decision-making processes.
  • Assimilate and understand data and information from various sources in order to draw appropriate conclusions and make relevant recommendations.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 13 months to 3 years

Certifications

Travel

Workstyle

Hybrid

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. 

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Client Engagement Manager, RCS at Raymond James | Renata