Branch Growth & Client Experience Coordinator

Fwainvest; Coral Gables (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

Raymond James in Coral Gables, FL seeks a Branch Business Coordinator to support the strategic growth plan, coordinate branch workflows, and maintain client relationships. The role involves coordinating with home office, handling inquiries, and supporting various internal teams to ensure smooth onboarding and transition of new affiliates.

Eligibility includes an Associate or Bachelor's degree with several years in financial services, strong Spanish language skills, and a client-first approach.

Qualifications

• Experience in financial services and client interaction.

Responsibilities

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

Skills

Client service

Project coordination

Financial services knowledge

Education

Associate degree

Bachelor's degree

Job description

Raymond James in Coral Gables, FL seeks a Branch Business Coordinator to support the strategic growth plan, coordinate branch workflows, and maintain client relationships. The role involves coordinating with home office, handling inquiries, and supporting various internal teams to ensure smooth onboarding and transition of new affiliates.

Eligibility includes an Associate or Bachelor's degree with several years in financial services, strong Spanish language skills, and a client-first approach.