Client Relationship Manager

Raymond James; Naperville (IL); On-site; USD 35,568 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Retirement savings

Paid time off

Job summary

Raymond James, located in Naperville, Illinois, is seeking a Client Relationship Manager to enhance client experiences and facilitate revenue growth. This role requires a detail-oriented individual with strong problem-solving skills and a background in the financial services industry. Responsibilities will include managing client requests, coordinating with home office, and educating financial advisors on product offerings.

A Bachelor’s degree and at least three years of relevant experience are required. The position offers a competitive salary range of $35,568.00 - $120,000.00 and a comprehensive benefits package.

Qualifications

• Minimum of three years’ experience in the financial services industry.
• Familiarity with licensing requirements and necessary state registrations.

Responsibilities

• Develop and execute a strategic plan for revenue growth.
• Manage client experiences and administrative procedures.
• Coordinate with home office to streamline branch operations.
• Resolve complex client account issues.
• Educate financial advisors on new products.

Skills

Client management

Problem-solving

Financial services knowledge

Communication

Education

Bachelor’s degree in related field

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 Relationship Manager who is a motivated, detail oriented and creative problem solver to join our growing team. Come grow with us and see where a career at Raymond James could take you!

Responsibilities

• Development and execution of a strategic plan to monitor and control expenses to facilitate revenue growth of the practice, improve productivity, realize operational efficiencies and address competitive landscape.
• Leads delivery of the client experience, including management of administrative procedures as well as directing and coordinating execution of client requests.
• Works directly with home office personnel to coordinate branch-home office workflow.
• Researches and resolves complex problems relating to client accounts and inquiries.
• May review daily work of practice team’s support staff, including evaluating workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow.
• Plan and coordinate special projects for practice to include client events for clients and prospects that result in a return on investment.
• Assess training needs, identify industry-developed training programs and coordinate training implementation.
• Educates and assists with training financial advisors on the latest platform and product enhancements, including new software, websites and other tools and resources.
• Educates financial advisors on the benefits of offered products and services for their clients through individual or group meetings and presentations.
• Develop and maintain strong relationships with key business partners both internal and external.
• Assists in sourcing and developing new financial advisor affiliations to achieve branch recruiting goals.
• Establishes relationships 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 to determine suitability in the branch recruiting process.
• Participates in conference calls and meetings with prospects to understand their business and product mix and to address issues, interests and concerns.
• Prepares payout analyses based on prospect’s production and mix of business; generates proposals for prospects.
• 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.
• Responds to requests from Financial Advisors who need assistance in selling products.
• Assists with the creation of business development strategies, and with maintaining and expanding referral sources including the coordination of target marketing campaigns.
• Performs other duties and responsibilities as assigned.

Education & Experience Requirements

• Bachelor’s degree in related field and a minimum of three years’ experience in the financial services industry.
• Or an equivalent combination of experience, education and/or training as approved by Human Resources.

Licenses

• SIE required provided that an exemption or grandfathering cannot be applied.
• Series 7
• Series 63, 65 and/or 66 as required by state.
• Ability to obtain additional securities and advisory state registrations if required by state.

Certifications

• Uniform Combined State Law Examination (S66) - Financial Industry Regulatory Authority (FINRA)
• General Securities Representative Examination (Series 7) - FINRA
• Securities Industry Essentials Exam (SIE) - FINRA

Salary Range

$35,568.00 - $120,000.00

Travel

Less than 25%

Workstyle

Resident

Benefits

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status.

Equal Opportunity Employer Statement

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.