Client Service Associate- Coral Gables, FL

Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information. 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.

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 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; 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; General Experience - 0 to 3 months; knowledge of company's working structure, policies, mission, and strategies; general office practices, procedures, and methods; investment concepts, practices and procedures used in the securities industry; financial markets, products and industry regulations; skill in Client Relationship Management (CRM) software or similar contact management software; skill in Excel including developing spreadsheets and ongoing reporting; effective communication across multiple client interactive platforms (in-person, virtual, phone and mail); ability to operate standard office equipment and use required software applications; ability to analyze and research account information; ability to organize, manage, and track multiple detailed tasks with frequently changing priorities and deadlines; ability to identify time sensitive items and assess competing priorities; ability to take initiative and proactively follow up on submitted items; ability to handle stressful situations and provide high level customer service; ability to analyze problems and establish solutions; ability to use mathematics sufficient to process account and transaction information; ability to communicate effectively with all organizational levels; ability to work independently and as part of a cohesive team; ability to provide a high level of customer service

Nice to have

one (1) or more years securities industry or related work experience preferred

Benefits

additional compensation (cash or equity), discretionary bonuses, or commissions; 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