Financial Client Experience Specialist

raymondjames; Miami (FL); On-site; USD 42,000 - 56,000; Full time

Job summary

Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented problem solver to join our growing team. This essential role provides high quality administrative support to Financial Advisors, their clients and branch staff.

The ideal candidate communicates effectively across phone, email, in person and virtually, and can organize and track multiple tasks with frequently changing priorities in a fast-paced environment.

Qualifications

• High School Diploma and 1+ year securities industry experience.
• Proficient with CRM systems and Excel reporting.
• Strong written and verbal communication skills.

Responsibilities

• Serve a high volume of client inquiries and schedule meetings.
• Support Financial Advisors with client onboarding and paperwork.
• Process client transactions and expense reports with accuracy.
• Open new client accounts and verify information in CRM.
• Prepare letters and reports to assist servicing and prospecting.
• Maintain records using CRM and generate client-specific reports.

Skills

CRM software

Excel reporting

Multichannel communication

Customer service

Education

High School Diploma

Job description

Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented problem solver to join our growing team. This essential role provides high quality administrative support to Financial Advisors, their clients and branch staff.

The ideal candidate communicates effectively across phone, email, in person and virtually, and can organize and track multiple tasks with frequently changing priorities in a fast-paced environment.