Client Service Associate

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About the position

Raymond James, a leader in the Financial Services industry with over 60 years of history, is seeking a motivated and detail-oriented Client Service Associate. This role is essential in providing high-quality administrative support to Financial Advisors, their clients, and other branch staff. The ideal candidate will possess effective communication skills across various platforms, including phone, email, in-person, and virtual interactions. The position requires the ability to manage multiple tasks and assignments with changing priorities in a fast-paced environment. The Client Service Associate will play a crucial role in ensuring client satisfaction and operational efficiency within the branch.

Responsibilities

  • Service a high volume of daily interactions with prospective and existing clients through various communication channels.
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  • Provide crucial support to financial advisors and branch office, both independently and as part of a team.
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  • Process client financial transactions and manage financial advisor and branch office expenses accurately.
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  • Open new client accounts and research client and security information using internal databases.
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  • Ensure client paperwork and documentation is accurate and complete prior to submission and processing.
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  • Prepare letters, forms, and reports to assist with servicing existing clients and prospecting for new clients.
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  • Create and maintain records and files using Client Relationship Management (CRM) software.
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  • Assist Financial Advisors with marketing efforts, including seminars and client-facing events.
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  • Engage in training and professional development opportunities to stay current on firm and industry policies.
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  • Perform other duties and responsibilities as assigned.

Requirements

  • High School Diploma or equivalent required.
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  • One or more years of experience in the securities industry or related work preferred.
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  • Knowledge of general office practices, procedures, and methods.
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  • Understanding of investment concepts, practices, and procedures used in the securities industry.
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  • Familiarity with financial markets, products, and industry regulations.
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  • Proficiency in Client Relationship Management (CRM) software or similar contact management software.
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  • Strong skills in Excel, including the ability to develop spreadsheets for reporting.

Nice-to-haves

  • Experience in a client-facing role within the financial services industry.
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  • Familiarity with financial transaction processing and account management.

Benefits

  • Competitive salary and performance-based bonuses.
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  • Comprehensive health insurance plans.
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  • 401(k) retirement savings plan with company matching contributions.
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  • Paid time off and holidays.
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  • Opportunities for professional development and training.
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