Senior Client Services Associate - RJ Bank (Banking)

Location: Saint Petersburg, Florida, United States; resident workstyle; travel less than 25%

Company

hirify.global is a financial services firm focused on client-first service, integrity, independence, and long-term decision-making.

What you will do

• Monitor team workflows and help prioritize assignments to ensure accurate and timely completion.
• Support callers, branch associates, home-office staff, and other internal and external contacts with operational requirements, processes, policies, and issue resolution.
• Open new deposit accounts and process documentation for maintaining existing client accounts.
• Facilitate associate training, cross-training, coaching, mentoring, and education on applications and system enhancements.
• Research and resolve issues involving client accounts, regulations, high-risk situations, and operational processes.
• Prepare training materials, reports, spreadsheets, records, and special-project documentation while implementing efficiency and productivity improvements.

Requirements

• 7–12 months of general experience.
• Knowledge of the operations and systems of the assigned functional area.
• Advanced customer operations and financial industry knowledge, accounting concepts, investment concepts, securities-industry practices, financial markets, and products.
• Strong written and verbal communication and interpersonal skills for working with associates, financial advisors, branch personnel, and contacts at all organizational levels.
• Ability to identify and resolve operational issues, analyze processes, research account information, and apply numerical aptitude and critical thinking.
• Ability to handle high-volume phone calls and stressful situations while providing calm, professional, high-level customer service.
• Ability to interpret and apply policies, identify potential changes, manage multiple detailed assignments with changing priorities, and work independently and collaboratively.
• Ability to use standard office equipment and required software applications to prepare correspondence, reports, and electronic communications.

Culture & Benefits

• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• People-first culture that values different backgrounds and authentic contributions.
• Full-time employment with eligibility for benefits varying by position and employment status.