Senior Virtual Client Services Specialist

Raymond James; Ohio; Teletrabalho; USD 55 000 - 87 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, dental, and vision

Life insurance

Disability benefits

401(k) or retirement savings

Paid time off

Resumo da oferta

Raymond James is seeking a proactive virtual support professional to assist financial advisors with client service, account maintenance, and administrative tasks within established procedures. You will communicate across phone, email, and in person, organize complex workloads, and help transition new client accounts while maintaining high service levels.

A Associate degree with 5 years of licensed financial services experience is required, along with Series 7/SIE and possibly Series 63/65/66;

Qualificações

• Associate’s degree and five years of licensed financial services industry service experience.
• Branch experience preferred.

Responsabilidades

• Communicate daily with assigned advisors to ensure needs are met and support is provided.
• Manage client account maintenance including opening/maintaining accounts and money movement.
• Deliver client support including meeting prep, reports, follow-up, and outreach projects.
• Respond promptly to inquiries and requests with high-quality service.
• Research complex client situations and coordinate with home office to resolve issues.

Conhecimentos

Microsoft Excel

Account analysis

multitasking

Client service

Formação académica

Associate's degree

High School (HS)

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Raymond James is seeking a proactive virtual support professional to assist financial advisors with client service, account maintenance, and administrative tasks within established procedures. You will communicate across phone, email, and in person, organize complex workloads, and help transition new client accounts while maintaining high service levels.

A Associate degree with 5 years of licensed financial services experience is required, along with Series 7/SIE and possibly Series 63/65/66;