Client Service Associate

130 Raymond James Financial Services, Inc.; Albuquerque (NM); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Retirement Savings Plan

Paid Time Off

Job summary

Prevender Financial Services, LLC is seeking a Client Service Associate to support financial advisors and enhance client experiences. You will handle client inquiries, account information, scheduling, and onboarding tasks using CRM software and MS 365.

The role requires strong organization, excellent communication, and the ability to manage multiple priorities in a fast-paced environment. Five or more years in financial services with licenses such as SIE or Series 7/66 are preferred.

Qualifications

• Five or more years of financial industry or related work experience preferred.
• Proficiency with CRM software and Microsoft 365 expected.

Responsibilities

• Daily client interactions via phone, in-person, or virtually.
• Open new client accounts and process transactions.
• Maintain and organize client records using CRM software.

Skills

Customer service

Project management

Organizational skills

Communication

Education

Five+ years financial industry experience

Tools

CRM software

Microsoft 365

Job description

Job Description Summary

Clients are our main priority at Prevender Financial Services, and we are committed to personalized service. As we evolve, we are seeking a Client Service Associate who shares our vision and values. This impactful role will represent our firm with strong customer service, processing, and project management experience. The ideal person truly enjoys helping people, has strong organizational skills, and takes pride in their work. Are you ready to work hand in hand with us?

Essential Duties and Responsibilities

Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings.

Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.

Open new client accounts, process money movement, and research information as needed.

Creates and maintains records and files utilizing Client Relationship Management (CRM) software.

Actively engages in available training/cross-training and educational and/or professional development 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.

Microsoft 365 applications, including Excel for 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 produce correspondence, 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.

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

Five (5) or more years financial industry or related work experience preferred SIE, series 7 & 66 licenses preferred Prevender Financial Services, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates. PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

• Education Bachelor’s
• Work Experience General Experience - 6 to 10 years
• Certifications
• Travel Less than 25%
• Workstyle Resident

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.

To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James, 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 firm

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

#LI-LS1

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities.

Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm.

Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Thanks 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.

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 Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.