Client Service Associate (Irvine, CA)

Raymond James, Inc.; Irvine (CA); On-site; USD 45,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

Job summary

Raymond James, Inc. Irvine office seeks a Client Service Associate to deliver high-quality support to Financial Advisors and clients. You will handle inquiries, schedule meetings, and process client transactions with accuracy, helping maintain CRM records and client files.

The role requires strong communication and organization to manage multiple priorities in a fast-paced environment. Applicants should have a High School Diploma or equivalent and 1+ year securities industry or related

Qualifications

• High School Diploma or equivalent; securities industry experience preferred.
• Experience with client servicing and financial products a plus.
• Strong written and verbal communication skills.

Responsibilities

• Serve a high volume of client inquiries and schedule meetings by phone, email, or in person.
• Process client financial transactions and assist with expense reporting for advisors.
• Open new client accounts and verify client data across systems.
• Prepare letters, forms and routine reports; maintain CRM records and client files.

Skills

CRM software

Excel

Communication

Time management

Education

High School Diploma or equivalent

Tools

CRM software

Job description

Client Service Associate (Irvine, CA)This website uses cookies to ensure you get the best experience on our website. By clicking ‘Accept’, you accept all cookies by default and exit the banner. If you choose Decline, site functionality may be limited. Manage Preferences### Client Service Associate (Irvine, CA)Apply: Irvine, California - United States: Full time: Posted Today: R-0013510**Job Description Summary**Advise clients about a range of banking products (including savings products, insurance products, consumer credits, and mortgages) that are suitable for the clients' needs or circumstances. Have direct contact with customers.**Job Description**Job SummaryCelebrating 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 ResponsibilitiesServices 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 ofCompany’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 inClient 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 toOperate 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 ExperienceHigh 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) (Required)**Work Experience**General Experience - 7 to 12 months**Certifications****Salary Range**$45,000.00-$80,000.00**Travel**Less than 25%**Workstyle**ResidentThe 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 firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. 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.