Client Engagement Manager, RCS

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.

Requirements

• 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
• 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

Benefits

Additional Information

Job Description Summary Review customer needs and prepare documents to facilitate business to business sales. Job Description

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