Part-Time Client Service Associate

Raymond James Financial, Inc.; Altoona (PA); On-site; USD 17,000 - 25,000; Part time

Job summary

Raymond James Financial, Inc. is seeking an administrative assistant to support the financial advisors at the branch in a part-time capacity.

The role involves handling daily client inquiries by phone and in person, scheduling meetings, greeting clients, and providing clerical support to the team. The position requires at least 2 years of professional office experience, with strong skills in CRM software and Microsoft Office.

Qualifications

• 2+ years of professional office experience.

Responsibilities

• Answer daily client inquiries by phone and in person, schedule meetings and greet clients.
• Provide administrative support to financial advisors and the branch office, working independently or in a team.
• Open new client accounts, process money movements, and research information as needed.
• Ensure client paperwork and documentation are accurate prior to submission and processing, follow up to ensure completion.
• Prepare letters, forms, and reports to assist servicing existing clients and prospecting new clients.
• Prepare various business summary reports and client-specific reporting for review by the financial advisor.
• Create and maintain records and files using CRM software.
• Engage in training and professional development opportunities to stay current on industry policies and procedures.
• Perform other duties as assigned.

Skills

CRM software

Microsoft Office

Effective communication

Job description

Essential Duties and Responsibilities

• Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients




• Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office




• Open new client accounts, process money movement, and research information as needed




• Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion




• Prepare letters, forms, and reports to assist with servicing existing clients and prospecting for new clients




• Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor




• Create and maintain records and files utilizing Client Relationship Management (CRM) software




• Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures




• 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




• Basic investment concepts, practices and procedures used in the securities industry




• Financial markets, products and industry regulations

Skill in

• Client Relationship Management (CRM) software




• Microsoft Office




• Effective communication (in-person, virtual, phone and mail)

Ability to

• Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases




• Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a task-oriented work environment




• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns




• Analyze problems and establish solutions in a fast-paced environment




• Use appropriate interpersonal styles and communicate effectively




• Work both independently and as part of a team




• Provide a high level of customer service

Education/Experience Requirements

• 2+ years of professional office experience

Workstyle: Onsite

Travel: None required

Schedule: Part-Time, 3 Days a Week /8 Hours a Day (Preferred)

Irwin Financial Incorporated and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes, but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.