Client Success Associate - Financial Services

100 Raymond James & Associates, Inc.; Salt Lake City (UT); On-site; USD 42,000 - 54,000; Full time

Job summary

Raymond James in Salt Lake City is seeking a dynamic Client Service Associate who is motivated, detail-oriented and a creative problem solver to join our growing team. This essential role provides high quality administrative support to Financial Advisors, their clients and branch staff, requiring excellent communication across phone, email, in-person and virtual channels.

You will manage multiple tasks with changing priorities, prepare reports, open new client accounts, and assist with marketing

Qualifications

• High School Diploma or equivalent; 1+ year securities experience preferred.
• Proficient with Excel and CRM software.
• Strong communication and organizational skills.

Responsibilities

• Serve a high volume of client inquiries and schedule meetings.
• Open new client accounts and verify documents.
• Prepare letters, forms and reports; maintain CRM records.
• Support Financial Advisors with events and seminars.

Skills

CRM software

Excel

Communication

Organization

Customer service

Education

High School Diploma or equivalent

Tools

CRM software

Excel

Job description

Raymond James in Salt Lake City is seeking a dynamic Client Service Associate who is motivated, detail-oriented and a creative problem solver to join our growing team. This essential role provides high quality administrative support to Financial Advisors, their clients and branch staff, requiring excellent communication across phone, email, in-person and virtual channels.

You will manage multiple tasks with changing priorities, prepare reports, open new client accounts, and assist with marketing