Raymond James Financial, Inc. logo

Complex Business Coordinator (Houston, TX)

Raymond James Financial, Inc.

Houston, TXJobSeen 3 days agoSeen in employer's feed 3 days ago

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At a glance

Compensation
No compensation found
Location
Houston, TX
Work Authorization
Not specified

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Job overview

The Complex Business Coordinator supports branch and complex operations by helping execute strategic plans, improve productivity, and deliver client and prospect experiences. The role coordinates workflows with home office departments, resolves account inquiries, assists with projects and advisor recruiting, and supports affiliate transitions and business development. It also helps with team education and maintains expertise in practice management tools, reporting, and compliance practices.

Skills & qualifications

RequiredNice to have

Skills

Practice Management ToolsReporting PracticesCompliance Practices

Qualifications

Associate's Degree and 5 Years' Experience or Bachelor's Degree and 2 Years' Experience or Equivalent

Full job description

Responsibilities

Supports execution of a strategic plan to monitor and control expenses, facilitate revenue growth, and improve productivity.

Supports delivery of the client or prospect experience, including maintaining administrative procedures as well as coordinating execution of client or prospect requests.

Works directly with home office departments to coordinate branch-home office workflow.

Researches and resolves moderately complex problems relating to client accounts and inquiries.

Assists with planning and coordinating of special projects for branch or complex to include events for clients or prospects that result in a return on investment.

Maintains expertise in practice management tools and resources, reporting and compliance practices.

Assists branch manager, complex manager, or practice business manager with continuing education of team members.

Maintains strong relationships with key business partners both internal and external.

Assists with prospective advisors, provides consultation and education regarding the Raymond James and Associates platform.

Maintains a prospect database, gathering information and data on prospects to be used by branch or complex manager to determine suitability in the branch recruiting process.

Assists with preparation of payout analyses based on prospect’s production and mix of business.

Coordinates /oversees the transition process for internal transfers and/or new affiliates with other functional areas to ensure a professional recruiting process from initial contact through transition to the branch ensuring proper execution of every step of the commit /onboarding process.

Partners with home office departments to leverage product sales and generate new business opportunities for financial advisors.

Performs other duties and responsibilities as assigned.

Education/Experience Requirements

Associates degree and five years’ experience in financial services industry or related field

or

Bachelor’s degree and a minimum of two years’ experience in the financial services industry or related field

or

An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses Required

None

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