Client Service Associate

Raymond James; Clearwater (FL); On-site; USD 60,000 - 65,000; Full time

Job summary

Raymond James is seeking a Client Service Associate in Clearwater, FL to deliver high-quality customer service. Ideal candidates are detail-oriented problem solvers eager to support financial advisors, ensuring smooth client interactions and accurate processing of transactions. A bachelor's degree and relevant experience in the securities industry are preferred.

Benefits

Medical insurance

401(k)

Vision insurance

Qualifications

• 2 or more years’ experience in the securities industry or related work experience preferred.
• Series 7 and Series 66 preferred.

Responsibilities

• Services daily interactions with clients, including inquiry handling and meeting scheduling.
• Processes client transactions accurately as per requests.
• Prepares reports and agendas for client meetings.

Skills

Attention to Detail

Problem Solving

Customer Service

Education

Bachelor’s degree in business or related discipline

MBA preferred

Tools

Client Relationship Management software

Microsoft Office

Job description

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Celebrating more than 30 years of service and excellence in the Financial Service Industry, Thakar Financial LLC is seeking a dynamic Client Service Associate who is looking to join this growing team. This ideal candidate will be detail orientated, problem solver, and is able to work independently. This role helps provide high quality customer service to prospective and existing clients. The candidate will play a key role in all operations duties. Ideal candidate would be in the Clearwater Beach, Florida area.

Duties And Responsibilities

• Services the daily interactions with clients, including basic inquiries and scheduling of meetings in person and via Zoom.
• Research client and security information through the back office system.
• Works both independently and with the team to provide support to the financial advisor.
• With accuracy process client transactions per client request or financial advisor request.
• Open new client accounts.
• Ensure client paperwork and documentation is correct to submit for processing.
• Prepare reports and agenda for upcoming client meetings for the financial advisor.
• Create notes and other records in Client Relationship Management software.
• Perform other tasks 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 and products.

Qualifications

• Bachelor’s degree in business or related discipline, MBA preferred.
• 2 or more years’ experience in the securities industry or related work experience preferred.
• Sie/Series 7 and Series 66 preferred
• Experience in using Client Relationship Management software
• Proficient n Microsoft Office software

Thakar Financial 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.

Education

High School (HS) (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

Travel

Less than 25%

Workstyle

Resident

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Administrative, and Customer Service

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Inferred from the description for this job

Medical insurance

401(k)

Vision insurance

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