Senior Client Service Associate- Coral Gables, FL

Raymond James Financial, Inc.; Coral Gables (FL); On-site; USD 45,000 - 68,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Job summary

Raymond James is seeking a Client Service Associate in Coral Gables to provide proactive administrative support to Financial Advisors and clients, handling high-volume inquiries, scheduling meetings, and maintaining accurate client records. The role requires excellent communication across channels, strong organizational skills, and the ability to manage multiple tasks in a fast-paced environment.

A High School Diploma and 3+ years in financial services are expected.

Qualifications

• High School Diploma or equivalent and 3+ years in financial services.
• Proficient with CRM software and Excel for client reporting and communication.
• Strong written and verbal communication across phone, email, in-person, and virtual channels.

Responsibilities

• Answer high-volume client inquiries and schedule meetings across multiple channels.
• Assist Financial Advisors and branch staff with administrative tasks and client onboarding.
• Prepare client documents, maintain CRM records, and support marketing efforts as needed.

Skills

CRM proficiency

Excel

Effective communication

Multiplatform communication

Task organization

Education

High School Diploma

Tools

CRM software (CRM platforms)

Job description

Job Description SummaryUnder general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision making responsibility. Extensive contact with internal and external clients to resolve most questions and problems and refers new or unusual issues to a higher level.Job DescriptionJob 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.Opens new client accounts, researches client and security information and tracks daily contacts for team using internal databases and other technologies.With a high level of organization and attention to detail, processes documents for insurancepurchases, review close outs, distributions and Roth IRA conversions, as well as maintenance of 529 accounts for clients and college payments.Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.Oversees the process of outside account reporting, securities litigation submissions and renewing of insurance and state securities licenses.For proper maintenance and to meet firm and industry requirements, ensures client paperworkand documentation is accurate and correct prior to submission and processing. Follows up toensure accurate completion.Prepares letters, forms and reports to assist with servicing existing clients and prospecting fornew clients.Creates and maintains records and files utilizing Client Relationship Management (CRM)software.Assists Financial Advisors with marketing efforts including brochures, team website updates and posting of LinkedIn articles.May enter orders at the direction of the Financial Advisor.Actively engages in available training/cross-training and educational and/or professionaldevelopment 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 producecorrespondence, 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 a minimum of three (3) years financial services industryexperience, or an equivalent combination of experience, education, and/or training as approved by Human Resources.EducationHigh School (HS) (Required)Work ExperienceGeneral Experience - 3 to 6 yearsCertificationsTravelLess than 25%WorkstyleResidentThe 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 sameWork with and through others to achieve desired outcomesMake prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matterContribute 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.#LI-AS1