Job Details

Job Summary

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 provides high quality/high touch administrative support to Financial Advisors, their prospective and existing clients, and other branch staff. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual) and the ability to organize, manage, and track multiple, detailed tasks with frequently changing priorities and deadlines in a fast-paced environment. Come grow with us and see where a career at Raymond James could take you!

Essential Duties And 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 to provide crucial support to financial advisors and the branch office.
• With a high level of organization and accuracy, 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 prior to submission and processing, following up to ensure accurate completion in line with firm and industry requirements.
• Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
• Prepares business summary reports and client-specific reporting as needed for review by the financial advisor.
• 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/professional development opportunities to remain current on firm and industry policies and procedures.
• Performs other duties and responsibilities as assigned.

Knowledge

• Companys 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.
• Excel, including developing spreadsheets as needed and for ongoing reporting.
• Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail).

Ability To

• Operate standard office equipment and required software to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Analyze and research account information.
• Organize, manage, and track multiple, detailed tasks with changing priorities in a fast-paced environment.
• Identify time-sensitive items and assess competing priorities.
• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
• Handle stressful situations and provide a high level of customer service in a calm and professional manner.
• Analyze problems and establish solutions in a fast-paced environment.
• Use mathematics to process account and transaction information.
• Communicate effectively with all organizational levels, in person and virtually.
• Work independently and as part of a cohesive team.
• Provide a high level of customer service.

Education/Previous Experience

• High School Diploma or equivalent and one or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Education

High School (HS) (Required)

Work Experience

General Experience - 0 to 3 months

Certifications

Travel: Less than 25%

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We Expect Our Associates At All Levels To

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Other

Referrals increase your chances of interviewing at Raymond James by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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