Branch Growth & Client Experience Coordinator

Raymond James; Coral Gables (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Raymond James in Coral Gables, FL is seeking an experienced professional to assist with executing the branch's strategic growth plans. You will coordinate client requests, support workflow with home-office teams, and help manage programs that enhance client experiences.

Ideal candidates have at least a bachelor's degree with 2+ years in financial services and are fluent in Spanish. The role offers competitive compensation, benefits, and opportunities for collaboration across the firm.

Qualifications

• Bachelor’s degree in Accounting, Business Administration, or Finance.
• Five years’ experience in financial services or related field (or an equivalent combination).
• An equivalent combination of experience, education and/or training as approved by Human Resources

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

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

Job description

Raymond James in Coral Gables, FL is seeking an experienced professional to assist with executing the branch's strategic growth plans. You will coordinate client requests, support workflow with home-office teams, and help manage programs that enhance client experiences.

Ideal candidates have at least a bachelor's degree with 2+ years in financial services and are fluent in Spanish. The role offers competitive compensation, benefits, and opportunities for collaboration across the firm.