PCB Client Support Specialist

Job Description Summary

Under direct supervision, uses knowledge and skills gained through education and experience, to assist internal and external Raymond James clients with inquiries, issues, and general support for Private Client loans including Residential Mortgages, Home Equity Lines of Credit, and Securities Based Lines of Credit. Works closely with account support specialist, and the department supervisor, to ensure the department remains fully compliant with all rules/regulations instituted by the firm and various regulatory bodies.

Job Description

Essential Duties and Responsibilities

• Assists internal & external clients with inquiries or issues via phone and email
• Mitigates regulatory, credit, operational, and reputational risk to the firm by following established policies and procedures
• Assists with processing payment request sent by clients and Financial Advisors
• Analyzes the feasibility of client collateral release requests
• Assists with executing loan servicing responsibilities related to retail loan maintenance and monitoring
• Performs other duties and responsibilities as assigned

Knowledge of

• Basic accounting concepts, practices and procedures
• Multi-state retail loan servicing practices

Skill in

• Entering transactions into an automated accounting system
• Analyzing and adjusting transaction and account balance discrepancies
• Gathering and compiling information
• Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases

Ability to

• Identify and recommend solutions to routine loan accounting or loan servicing issue
• Make routine decisions
• Communicate effectively, both orally and in writing, with all organizational level
• Make outbound and receive inbound calls on a recorded Automatic Call Distribution (ACD) telephone line
• Provide a high level of customer service

Licenses/Certifications

• None

Education

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

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Workstyle

Hybrid

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.