Client Service Associate

100 Raymond James & Associates, Inc.; Loves Park (IL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision insurance

Retirement savings plan

Paid time off

Job summary

Raymond James is seeking a Client Service Associate to deliver high-touch administrative support to Financial Advisors and clients. The role demands strong communication across phone, email, in-person, and virtual channels and requires organized handling of multiple priorities in a fast-paced environment.

The position involves opening client accounts, processing transactions, preparing reports, and maintaining CRM records.

Qualifications

• High School Diploma or equivalent; 1+ year securities industry experience preferred.
• Equivalent combination of experience, education, and/or training as approved by HR.
• Strong communication and organizational skills are essential.

Responsibilities

• Handle a high volume of daily client interactions via phone, in person, and virtually.
• Provide administrative support to Financial Advisors and branch staff.
• Process client transactions and prepare client/expense reports with accuracy.
• Open new client accounts and verify client information in internal systems.
• Prepare letters, forms, and reports for servicing existing and prospective clients.
• Create and maintain client files in CRM; support marketing events and seminars.

Skills

CRM software

Excel skills

Communication

Organization

Problem solving

Education

High School Diploma

Tools

CRM software

Microsoft Excel

Job description

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

• 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 - 7 to 12 months

Salary Range $45,000.00-$65,000.00

Travel Less than 25%

Workstyle Resident

Benefits

• 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)
• parental leave

Company Culture

• At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
• 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.

When associates bring their best authentic selves, our organization, clients, and communities thrive.

#LI-AC1

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.

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.