Senior Client Success & Support Specialist

100 Raymond James & Associates, Inc.; Birmingham (MI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Life insurance

Disability benefits

Retirement savings

Paid time off

Job summary

Raymond James seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors, prospective and existing clients, and branch staff. The role requires effective communication across channels and the ability to manage multiple, detailed tasks with changing priorities in a fast-paced environment.

The ideal candidate will have a High School Diploma, 3+ years in financial services, and FINRA licenses SIE, Series 7, and Series 66.

Qualifications

• High School Diploma or equivalent
• 3+ years financial services experience
• FINRA SIE, Series 7, Series 66 certifications

Responsibilities

• Handle high-volume client interactions via phone, in person, and email.
• Open new client accounts and maintain client records.
• Prepare business reports and client-specific reporting for the advisor.
• Support Financial Advisors with marketing, prospecting and CRM activities.
• Maintain CRM records and process documents for transactions.

Skills

CRM software

Excel proficiency

Multi-channel communication

Education

HS Diploma

SIE

Series 7

Series 66

Tools

Customer service software

Job description

Raymond James seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors, prospective and existing clients, and branch staff. The role requires effective communication across channels and the ability to manage multiple, detailed tasks with changing priorities in a fast-paced environment.

The ideal candidate will have a High School Diploma, 3+ years in financial services, and FINRA licenses SIE, Series 7, and Series 66.