Financial Services Client Experience Specialist

Raymond James & Associates; Wesley Chapel (FL); Presencial; USD 42.000 - 65.000; Jornada completa

Descripción de la vacante

Raymond James & Associates is seeking a dynamic Registered Client Service Associate to support Financial Advisors, their clients, and branch staff. The role emphasizes effective multi-channel communication and meticulous task management in a fast-paced environment.

The ideal candidate will onboard clients, open accounts, process asset transfers, prepare reports, and maintain client records while assisting with marketing efforts and ongoing training to stay current with policies and procedures.

Formación

• High School Diploma or equivalent; 1+ year securities industry experience preferred
• Strong communication and multitasking in a fast-paced environment
• Proficient with CRM software and Excel

Responsabilidades

• Serve as first point of contact to handle high volume client interactions (phone, in-person, email, mail)
• Onboard new clients, open accounts, research client information in internal systems
• Process asset transfers and monitor cash awaiting investment
• Prepare financial reports and input orders to rebalance portfolios
• Maintain CRM records and assist with marketing events

Conocimientos

CRM software

Excel

Client service

Communication

Financial concepts

Team coordination

Organizational skills

Data entry

Office software

Educación

High School Diploma

Herramientas

CRM software

Trading platforms

Descripción del empleo

Raymond James & Associates is seeking a dynamic Registered Client Service Associate to support Financial Advisors, their clients, and branch staff. The role emphasizes effective multi-channel communication and meticulous task management in a fast-paced environment.

The ideal candidate will onboard clients, open accounts, process asset transfers, prepare reports, and maintain client records while assisting with marketing efforts and ongoing training to stay current with policies and procedures.