Senior Client Service Associate- Coral Gables, FL

Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision making responsibility. Extensive contact with internal and external clients to resolve most questions and problems and refers new or unusual issues to a higher level. 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; Opens new client accounts, researches client and security information and tracks daily contacts; Processes documents for insurance purchases, review close outs, distributions and Roth IRA conversions, and maintenance of 529 accounts; Prepares various business summary reports and client-specific reporting; Oversees outside account reporting, securities litigation submissions and renewing of insurance and state securities licenses; Ensures client paperwork and documentation is accurate prior to submission; Prepares letters, forms and reports; Creates and maintains records and files utilizing CRM software; Assists Financial Advisors with marketing efforts; May enter orders at the direction of the Financial Advisor; Engages in training and development opportunities; Performs other duties as assigned

Requirements

High School Diploma or equivalent and a minimum of three (3) years financial services industry experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources; 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; Skill in 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 and assignments 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

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