Strategic Branch Growth & Client Experience Coordinator

Raymond James; South Carolina; On-site; USD 55,000 - 85,000; Full time

Job summary

Raymond James is seeking a professional to assist in executing a strategic plan for branch growth and client experience. The role requires coordinating branch workflows, supporting onboarding, and maintaining compliance and reporting processes.

The candidate will build relationships with internal and external partners, support advisors, and contribute to the recruiting and transition efforts for new affiliates. A solid background in financial services is essential.

Qualifications

• Associates degree with five years in financial services or Bachelor's with two years' experience
• Experience coordinating branch workflows and client service
• Ability to maintain relationships with internal and external partners

Responsibilities

• Assist with execution of strategic plan to monitor expenses and grow revenue
• Coordinate client or prospect requests and optimize the client experience
• Support onboarding and transition processes for new affiliates
• Maintain practice management tools, reporting, and compliance practices

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

High School Diploma

Job description

Raymond James is seeking a professional to assist in executing a strategic plan for branch growth and client experience. The role requires coordinating branch workflows, supporting onboarding, and maintaining compliance and reporting processes.

The candidate will build relationships with internal and external partners, support advisors, and contribute to the recruiting and transition efforts for new affiliates. A solid background in financial services is essential.