Client Service Associate
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At a glance
Job overview
Raymond James Financial, Inc. is hiring a Client Service Associate. The Client Service Associate will handle daily client inquiries via phone, online, and in-person, including scheduling meetings and managing calendars. This role involves providing administrative support to financial advisors and the branch office, opening new client accounts, processing money movement, and ensuring accurate client paperwork. The associate will also create reports, maintain CRM records, and assist with compliance documentation.
Key focus areas include Service daily client inquiries over the phone, online, and in-person, Provide administrative support to financial advisors and branch office, and Open new client accounts, process money movement, and research information.
Important skills include Customer Service. Preferred (not required): General Office Practices, Basic Investment Concepts, Financial Markets, and Client Relationship Management (CRM) Software.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
Essential Duties and Responsibilities
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Service daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clients
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Work both independently and within a team environment to provide administrative support to the financial advisors and branch office
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Open new client accounts, process money movement, and research information as needed
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Ensure client paperwork and documentation is accurate with meticulous attention to detail
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Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
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Create and maintain records and files utilizing Client Relationship Management (CRM) software
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Assist with compliance documentation and recordkeeping
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Review all automated withdrawals and deposits to verify accuracy of monthly financial obligations
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Coordinate mailings and gifting
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Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures
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Performs other duties and responsibilities as assigned
Knowledge, Skills, and Abilities
Knowledge of
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General office practices, procedures, and methods
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Basic investment concepts, practices and procedures used in the securities industry
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Financial markets, products, and industry regulations
Skill in
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Client Relationship Management (CRM) software
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Microsoft Office
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Effective communication (in-person, virtual, phone and mail)
Ability to
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Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
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Analyze and research account information
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Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
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Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
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Provide a high level of customer service in a calm and professional manner
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Use mathematics sufficient to process account and transaction information
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Use appropriate interpersonal styles and communicate effectively
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Work both independently and as part of a team
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Provide a high level of customer service
Education
- Bachelor’s degree preferred, or equivalent years of experience in industry
Experience
- 3+ years of experience in the financial services industry strongly preferred, particularly in administrative and/or customer service roles
Benefits
- Medical, Retirement, PTO
Travel: Not Required
HB Steele Interactive Financial Planning and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James
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