Client Service Associate

Raymond James Financial, Inc.; Wilmington, Northern (NC, KY); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical Insurance Stipend

Retirement + Match

PTO + Market Holidays

Job summary

Raymond James is seeking a Client Service Associate to support daily client interactions, manage account information, and assist a team of financial advisors in a fast-paced Wilmington, NC office.

Applicants should excel in communication, CRM usage, and back-office administration, with a proactive approach to training and development and strong multi-tasking abilities.

Qualifications

• 5+ years of general office experience.
• Experience supporting financial advisors is a plus.
• Strong communication and CRM skills.
• Ability to manage multiple tasks with competing priorities in a fast-paced environment.

Responsibilities

• Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings.
• Open new client accounts, process money movement, and research information as needed.
• Create and maintain records and files utilizing Client Relationship Management (CRM) software.
• Actively engages in available training and professional development opportunities.
• Place trades as directed by Wealth Partner.
• Manage and oversee office inventory.
• Provide support to the financial advisors and branch office.

Skills

CRM software

Customer service

Office administration

Microsoft Office

Communication

Multi-tasking

Tools

Microsoft Office 365

Job description

Job Description Summary

Sound Harbor Wealth Partners is a nationally recognized team with a boutique feel yet the backing from a Fortune 500 infrastructure. Small yet mighty, we work collectively as a team to ensure our clients’ needs are met. As we are evolving, we are seeking a Client Service Associate who thrives in a team environment. The ideal candidate is also strong in both communication and back-office operations/administration. Are you ready to connect? Read on.

Essential Duties and Responsibilities

• Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings.
• Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
• Open new client accounts, process money movement, and research information as needed
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
• Placing trades as directed by, and on behalf of Wealth Partner
• Manage and oversee office inventory
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

• Knowledge of Company’s working structure, policies, mission, and strategies.
• General office practices, procedures, and methods.
• Skill in Client Relationship Management (CRM) software, or similar contact management software.
• Microsoft Office 365 applications
• Effective communication across multiple client 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.
• Provide a high level of customer service in a calm, professional manner.
• 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.

Experience

5+ years of general office experience

Workstyle

Onsite

Travel

Optional travel for 2 (two) client events per year

Benefits

Medical Insurance Stipend, Retirement + Match, PTO + Market Holidays

Education, Work Experience, Certifications

Education Work Experience Certifications 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.

Eligibility for benefits and specific offerings may vary based on position and employment status.

To view more details of the benefits offered, visit Myrjbenefits.com.

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

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

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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.

Thanks for your interest in working with Raymond James.

While we might not have the perfect role for you today, we'd love to keep in touch.

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. Check it out to see why many choose to work at Raymond James - and why they stay.