Client Service Associate

Raymond James & Associates; Louisville (KY); Presencial; USD 40.000 - 52.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, and vision

Life insurance

Retirement savings

Paid time off

Descripción de la vacante

Raymond James & Associates in Louisville seeks a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The role requires organized, proactive problem-solving and effective communication across phone, email, in-person, and virtual channels.

The ideal candidate will handle scheduling, client inquiries, account openings, reports, CRM maintenance, and events support, contributing to a fast-paced team environment. Competitive benefits are included.

Formación

• High School Diploma or equivalent is required or preferred.
• 1+ year securities industry or related work experience preferred.
• Strong communication, organization and multitasking abilities are essential.
• Proactive problem solving and attention to detail are needed.

Responsabilidades

• Handles a high volume of client interactions by phone, in person, email and mailings.
• Provides essential administrative support to financial advisors and branch staff.
• Processes client financial transactions and manages expense reporting.
• Opens new client accounts and researches information in internal systems.
• Prepares letters, forms, and reports for servicing clients and prospecting new business.
• Maintains CRM records and supports marketing events.
• Assists with orders as directed by the financial advisor.

Conocimientos

CRM software

Excel

Communication

Educación

High School Diploma or equivalent

Herramientas

Microsoft Excel

Descripción del empleo

Job Description Summary

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 Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!

Essential Duties and Responsibilities

• Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
• With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
• Opens new client accounts and researches client and security information using internal databases and other technologies.
• For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
• Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
• Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
• May enter orders at the direction of the Financial Advisor.
• 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.
• Excel, including 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.
• Handle stressful situations and provide a high level of customer service in a calm and professional manner.
• 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

High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Education

High School (HS) - Completed (Required)

Work Experience

General Experience - 0 to 3 months

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