Client Service Associate

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, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings; Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office; Processes client financial transactions and financial advisor and branch office expenses and expense reports with a high level of organization and accuracy; Opens new client accounts and researches client and security information using internal databases and other technologies; Ensures client paperwork and documentation is accurate and correct prior to submission and processing; Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients; Prepares various business summary reports and client-specific reporting as needed; Creates and maintains records and files utilizing Client Relationship Management (CRM) software; Assists Financial Advisors with marketing efforts including seminars and other client-facing events; May enter orders at the direction of the Financial Advisor; Actively engages in available training/cross-training and educational and/or professional development opportunities; Performs other duties and responsibilities as assigned

Requirements

High School Diploma or equivalent; 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; Effective communication across multiple client interactive platforms; Ability to operate standard office equipment and required software applications; Ability to analyze and research account information; Ability to organize, manage, and track multiple detailed tasks and assignments; Ability to handle stressful situations and provide a high level of customer service in a calm and professional manner; Ability to use mathematics sufficient to process account and transaction information; Ability to work both independently and as part of a cohesive team

Nice to have

One or more years securities industry or related work experience preferred

Benefits

Medical; dental; vision; life insurance; critical illness insurance; accident insurance; disability benefits; retirement savings; paid time off (vacation, holidays, and sick leave); parental leave; additional compensation (cash or equity); discretionary bonuses; commissions