BBF Wealth
Senior Client Service Associate (Little Rock, AR)
BBF Wealth, Little Rock, Arkansas, United States, 72208
Senior Client Service Associate (Little Rock, AR) page is loaded## Senior Client Service Associate (Little Rock, AR)locations:
Little Rock, Arkansas - United Statestime type:
Full timeposted on:
Posted 30+ Days Agojob requisition id:
R-0007802**Job Description Summary**Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision making responsibility. Extensive contact with internal and external clients to resolve most questions and problems and refers new or unusual issues to a higher level.**Job Description****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 helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work 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 both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.• Opens new client accounts, researches client and security information and tracks daily contacts for team using internal databases and other technologies.• With a high level of organization and attention to detail, processes documents for insurancepurchases, review close outs, distributions and Roth IRA conversions, as well as maintenance of 529 accounts for clients and college payments.• Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.• Oversees the process of outside account reporting, securities litigation submissions and renewing of insurance and state securities licenses.• For proper maintenance and to meet firm and industry requirements, ensures client paperworkand documentation is accurate and correct prior to submission and processing. Follows up toensure accurate completion.• Prepares letters, forms and reports to assist with servicing existing clients and prospecting fornew clients.• Creates and maintains records and files utilizing Client Relationship Management (CRM)software.• Assists Financial Advisors with marketing efforts including brochures, team website updates and posting of LinkedIn articles.• May enter orders at the direction of the Financial Advisor.• Actively engages in available training/cross-training and educational and/or professionaldevelopment opportunities to remain current on firm and industry policies and procedures.• Performs other duties and responsibilities as assigned.**Knowledge of**• 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.**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 using required software applications to producecorrespondence, reports, electronic communication, spreadsheets, and databases.• Analyze and research account information.• Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work 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 sufficient to process account and transaction information.• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.• Work both independently and as part of a cohesive team.• Provide a high level of customer service.**Education/Previous Experience**• High School Diploma or equivalent and a minimum of three (3) years financial services industryexperience, or an equivalent combination of experience, education, and/or training as approved by Human Resources.**Education**High School (HS)**Work Experience**General Experience - 3 to 6 years**Certifications****Travel**Less than 25%**Workstyle**ResidentAt 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 firmAt 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.#LI-DWThanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr
Little Rock, Arkansas - United Statestime type:
Full timeposted on:
Posted 30+ Days Agojob requisition id:
R-0007802**Job Description Summary**Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision making responsibility. Extensive contact with internal and external clients to resolve most questions and problems and refers new or unusual issues to a higher level.**Job Description****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 helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work 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 both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.• Opens new client accounts, researches client and security information and tracks daily contacts for team using internal databases and other technologies.• With a high level of organization and attention to detail, processes documents for insurancepurchases, review close outs, distributions and Roth IRA conversions, as well as maintenance of 529 accounts for clients and college payments.• Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.• Oversees the process of outside account reporting, securities litigation submissions and renewing of insurance and state securities licenses.• For proper maintenance and to meet firm and industry requirements, ensures client paperworkand documentation is accurate and correct prior to submission and processing. Follows up toensure accurate completion.• Prepares letters, forms and reports to assist with servicing existing clients and prospecting fornew clients.• Creates and maintains records and files utilizing Client Relationship Management (CRM)software.• Assists Financial Advisors with marketing efforts including brochures, team website updates and posting of LinkedIn articles.• May enter orders at the direction of the Financial Advisor.• Actively engages in available training/cross-training and educational and/or professionaldevelopment opportunities to remain current on firm and industry policies and procedures.• Performs other duties and responsibilities as assigned.**Knowledge of**• 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.**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 using required software applications to producecorrespondence, reports, electronic communication, spreadsheets, and databases.• Analyze and research account information.• Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work 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 sufficient to process account and transaction information.• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.• Work both independently and as part of a cohesive team.• Provide a high level of customer service.**Education/Previous Experience**• High School Diploma or equivalent and a minimum of three (3) years financial services industryexperience, or an equivalent combination of experience, education, and/or training as approved by Human Resources.**Education**High School (HS)**Work Experience**General Experience - 3 to 6 years**Certifications****Travel**Less than 25%**Workstyle**ResidentAt 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 firmAt 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.#LI-DWThanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr