PCB Client Support Specialist - RJ Bank

Job description

Job Description Summary Advise clients about a range of financial products (including savings products, insurance products, consumer credits, and mortgages) that are suitable for the clients' needs or circumstances. Have direct contact with customers. Job Description: Job 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. 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 Assist...