Client Service Associate- Carmel, IN

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!

Responsibilities

Services a high volume of daily interactions with prospective and existing clients; Processes client financial transactions and financial advisor and branch office expenses; Opens new client accounts and researches client and security information; Ensures client paperwork and documentation is accurate; Prepares letters, forms and reports; Prepares business summary reports and client-specific reporting; Creates and maintains records utilizing CRM software; Assists Financial Advisors with marketing efforts including seminars and client-facing events; May enter orders at the direction of the Financial Advisor; Engages in training and professional development; Performs other duties and responsibilities as assigned

Requirements

High School Diploma or equivalent; Effective communication skills across multiple platforms (phone, email, in-person, virtual); Ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines; Knowledge of company's working structure, policies, mission, and strategies; Knowledge of general office practices, procedures, and methods; Knowledge of investment concepts, practices and procedures used in the securities industry; Knowledge of financial markets, products and industry regulations; Skill in Client Relationship Management (CRM) software, or similar contact management software; Skill in Excel, including developing spreadsheets; Ability to operate standard office equipment; Ability to analyze and research account information; Ability to use mathematics sufficient to process account and transaction information; Ability to provide a high level of customer service; Ability to work independently and as part of a cohesive team

Nice to have

One (1) or more years securities industry or related work experience

Benefits

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); parental leave