Client Service Associate

Raymond James; Saint Petersburg (FL); On-site; USD 27,000 - 36,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Job summary

Raymond James in Saint Petersburg, FL is seeking a detail-oriented support associate to assist Financial Advisors and clients, handling account openings, maintenance, and compliance with AML/KYC policies.

Under supervision, you will answer calls, review data, enforce documentation, and help with reports and workflows, contributing to accuracy and timely client service; MS Office skills and relevant experience are valued.

Qualifications

• Willingness to go above and beyond for customers.
• Proactive problem-solving skills.
• Ability to maintain a professional demeanor at all times.
• Strong written and verbal communication skills.
• Working knowledge of Microsoft Office Suite (Outlook, Word, Excel).
• High School Diploma or equivalent required; Bachelor's degree preferred.

Responsibilities

• Answers calls and questions from Financial Advisors (FA's) and Sales Assistants (SA's) related to account opening and maintenance.
• Enforces documentation requirements of clients and accounts to meet industry policies and regulations, including Anti-Money Laundering and Know Your Client.
• Reviews standard issues, analyzes and interprets data, and determines appropriate corrective action.
• Processes various basic department-related reports and contacts FA's and SA's to resolve account issues.
• Supports and complies with established policies and procedures. May recommend suggestions to improve workflows, policies, and procedures.
• Contributes to department projects, documentation, general analysis, and testing as needed.
• Reviews daily tasks for accuracy and completeness.
• Maintains detailed records/notes to ensure all client requests are logged and completed in a timely fashion.
• Receives cross-training and assists with other operational functions as required.
• Performs other duties and responsibilities as assigned.

Skills

Customer service

Problem solving

Professionalism

Written and verbal communication

Education

High School Diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Office Suite

Outlook

Word

Excel

Job description

Job Summary

Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision-making responsibility. Routine contact with internal and external customers is required to obtain, clarify, or provide facts and information.

• Answers calls and questions from Financial Advisors (FA's) and Sales Assistants (SA's) related to account opening and maintenance.
• Via department workflows, enforces documentation requirements of clients and accounts to meet industry policies and regulations, including Anti-Money Laundering and Know Your Client.
• Reviews standard issues, analyzes and interprets data, and determines appropriate corrective action.
• Processes various basic department-related reports and contacts FA's and SA's to resolve account issues.
• Supports and complies with established policies and procedures. May recommend suggestions to improve workflows, policies, and procedures.
• Contributes to department projects, documentation, general analysis, and testing as needed.
• Reviews daily tasks for accuracy and completeness.
• Maintains detailed records/notes to ensure all client requests are logged and completed in a timely fashion.
• Receives cross-training and assists with other operational functions as required.
• Performs other duties and responsibilities as assigned.

Job Summary

Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision-making responsibility. Routine contact with internal and external customers is required to obtain, clarify, or provide facts and information.

Essential Duties And Responsibilities

• Answers calls and questions from Financial Advisors (FA's) and Sales Assistants (SA's) related to account opening and maintenance.
• Via department workflows, enforces documentation requirements of clients and accounts to meet industry policies and regulations, including Anti-Money Laundering and Know Your Client.
• Reviews standard issues, analyzes and interprets data, and determines appropriate corrective action.
• Processes various basic department-related reports and contacts FA's and SA's to resolve account issues.
• Supports and complies with established policies and procedures. May recommend suggestions to improve workflows, policies, and procedures.
• Contributes to department projects, documentation, general analysis, and testing as needed.
• Reviews daily tasks for accuracy and completeness.
• Maintains detailed records/notes to ensure all client requests are logged and completed in a timely fashion.
• Receives cross-training and assists with other operational functions as required.
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, And Abilities

• Willingness to go above and beyond for customers.
• Proactive problem-solving skills.
• Ability to maintain a professional demeanor at all times.
• Strong written and verbal communication skills.
• Working knowledge of Microsoft Office Suite (Outlook, Word, Excel).
• High School Diploma or equivalent required; Bachelor's degree preferred.

This is the pay range that Magnit reasonably expects to pay for this position: $19.83/hour - $26.44/hour

Benefits

• Medical
• Dental
• Vision
• 401K