Raymond James
Client Service Associate- St. Petersburg, FL
Raymond James, St. Petersburg, Florida, United States, 33739
Client Service Associate - St. Petersburg, FL
Raymond James is seeking a dynamic Client Service Associate who provides high quality administrative support to Financial Advisors, prospective and existing clients, and other branch staff. The role requires effective communication across multiple platforms (phone, email, in-person, virtual) and the ability to organize, manage, and track multiple tasks with frequently changing priorities in a fast-paced environment.
Essential Duties And Responsibilities
Service 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.
Work independently and within a dynamic team to provide crucial support to financial advisors and the branch office.
Process client financial transactions and advisor/branch expenses with a high level of organization and accuracy.
Open new client accounts and research client and security information using internal databases and other technologies.
Ensure client paperwork and documentation is accurate prior to submission; follow up to ensure complete processing.
Prepare letters, forms, and reports to assist with servicing existing clients and prospecting for new clients.
Prepare business summaries and client-specific reporting as needed for review by the financial advisor.
Create and maintain records and files using Client Relationship Management (CRM) software.
Assist Financial Advisors with marketing efforts including seminars and other client-facing events.
May enter orders at the direction of the Financial Advisor.
Participate in training/cross-training and educational opportunities to stay current on firm and industry policies and procedures.
Perform other duties and responsibilities as assigned.
Knowledge
Company’s 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.
Skills
Client Relationship Management (CRM) software or similar contact management software.
Excel, including developing spreadsheets for ongoing reporting.
Effective communication across multiple client interaction platforms (in-person, virtual, phone, mail).
Abilities
Operate standard office equipment and required software to produce correspondence, reports, and databases.
Analyze and research account information.
Organize, manage, and track multiple tasks with changing priorities in a fast-paced environment.
Identify time-sensitive items and assess competing priorities.
Take initiative, follow up to ensure completion, and resolve errors or questions.
Handle stressful situations and provide high level of customer service calmly and professionally.
Analyze problems and establish solutions in a fast-paced environment.
Use mathematics to process account and transaction information.
Communicate effectively with all organizational levels, both orally and in writing, in person and virtually.
Work independently and as part of a team.
Provide a high level of customer service.
Education/Experience
High School Diploma or equivalent; one (1) or more years of securities industry or related experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Travel Less than 25%
Workstyle Resident
Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. We value diversity and inclusion and are committed to providing a respectful workplace for all associates.
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Essential Duties And Responsibilities
Service 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.
Work independently and within a dynamic team to provide crucial support to financial advisors and the branch office.
Process client financial transactions and advisor/branch expenses with a high level of organization and accuracy.
Open new client accounts and research client and security information using internal databases and other technologies.
Ensure client paperwork and documentation is accurate prior to submission; follow up to ensure complete processing.
Prepare letters, forms, and reports to assist with servicing existing clients and prospecting for new clients.
Prepare business summaries and client-specific reporting as needed for review by the financial advisor.
Create and maintain records and files using Client Relationship Management (CRM) software.
Assist Financial Advisors with marketing efforts including seminars and other client-facing events.
May enter orders at the direction of the Financial Advisor.
Participate in training/cross-training and educational opportunities to stay current on firm and industry policies and procedures.
Perform other duties and responsibilities as assigned.
Knowledge
Company’s 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.
Skills
Client Relationship Management (CRM) software or similar contact management software.
Excel, including developing spreadsheets for ongoing reporting.
Effective communication across multiple client interaction platforms (in-person, virtual, phone, mail).
Abilities
Operate standard office equipment and required software to produce correspondence, reports, and databases.
Analyze and research account information.
Organize, manage, and track multiple tasks with changing priorities in a fast-paced environment.
Identify time-sensitive items and assess competing priorities.
Take initiative, follow up to ensure completion, and resolve errors or questions.
Handle stressful situations and provide high level of customer service calmly and professionally.
Analyze problems and establish solutions in a fast-paced environment.
Use mathematics to process account and transaction information.
Communicate effectively with all organizational levels, both orally and in writing, in person and virtually.
Work independently and as part of a team.
Provide a high level of customer service.
Education/Experience
High School Diploma or equivalent; one (1) or more years of securities industry or related experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Travel Less than 25%
Workstyle Resident
Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. We value diversity and inclusion and are committed to providing a respectful workplace for all associates.
#J-18808-Ljbffr