Branch Growth & Client Experience Coordinator

Raymond James; Saint Petersburg (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Raymond James is seeking an experienced professional to support the execution of strategic growth plans for the Branch or Complex in Florida. You will coordinate with home office teams, assist with onboarding, and help manage client and prospect relations to drive business opportunities.

The role emphasizes collaboration, process improvement, and maintaining compliance with firm practices while delivering excellent client service and supporting advisors.

Qualifications

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

Skills

Client relationship management

Financial services knowledge

Project coordination

Communication

Education

Bachelor’s degree

Associates degree

Tools

Practice management tools

Job description

Raymond James is seeking an experienced professional to support the execution of strategic growth plans for the Branch or Complex in Florida. You will coordinate with home office teams, assist with onboarding, and help manage client and prospect relations to drive business opportunities.

The role emphasizes collaboration, process improvement, and maintaining compliance with firm practices while delivering excellent client service and supporting advisors.