Client Service Associate

Raymond James Financial, Inc.; Wheaton (IL); Presencial; USD 42 000 - 55 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical benefits

Retirement plan

PTO

Long-term disability

Resumo da oferta

Foundation Wealth Strategies is seeking a dynamic Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role emphasizes organization, accuracy, and proactive problem-solving in a fast-paced environment.

Ideal candidates have 1+ years of customer service experience in financial services and are proficient with CRM systems and Excel for reporting and client management.

Qualificações

• 1+ years of customer service experience in a financial services environment.
• Proficiency with CRM software and Excel for reporting and client tracking.
• Strong written and verbal communication across multiple channels.

Responsabilidades

• Interact with prospective and existing clients via phone, in-person, virtual, and mailings.
• Support financial advisors and branch staff with administrative tasks and client transactions.
• Maintain accurate client records and documentation; prepare reports for advisors.
• Assist with client onboarding and account opening processes.
• Contribute to marketing efforts and client-facing events.

Conhecimentos

CRM software

Excel

Effective communication

Ferramentas

CRM software

Descrição da oferta de emprego

Building anything of lasting value requires a foundation of measurable strength, underlying integrity, and solid support. As such, Foundation Wealth Strategies is seeking a dynamic Client Service Associate who truly enjoys working with people, is motivated, detail-oriented, and a creative problem solver. 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 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.

Join Foundation Wealth Strategies and see where a career with us can take you!

Essential Duties and Responsibilities

• 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 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.
• 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 an exceptional level of customer service.

Education/Experience Requirements

• 1+ years of customer service experience in a financial services environment

Travel: None required

Benefits: Medical, Long Term Care, Life, and Disability; Retirement, PTO

Foundations Wealth Strategies and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" include 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.