Wealth Client Experience Associate

Raymond James; Sarasota (FL); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Retirement Plan + Match

Profit Sharing

Bonus Eligible

PTO + Market Holidays

Job summary

Main Street Financial Group in Sarasota seeks a client service professional to support financial advisors. You will handle client inquiries, process accounts, and assist with trades and meetings, delivering high-quality service in a fast-paced team environment.

Required: general office experience in wealth management, Series 7 & 66 or willingness to obtain; onsite workstyle. Compensation includes benefits and opportunity for growth within the branch network.

Qualifications

• General office, administrative, and customer service experience in wealth management industry is required.

Responsibilities

• Interact daily with clients by phone, in person, and email for inquiries and account maintenance.
• Open new client accounts and research account information as needed.
• Place trades as directed by the Financial Advisor.
• Schedule client meetings and prepare materials for meetings.
• Maintain CRM records and assist with training and development.

Skills

CRM software

Microsoft Office 365

Communication skills

Customer service

Team collaboration

Tools

CRM software

MS Office

Job description

Main Street Financial Group in Sarasota seeks a client service professional to support financial advisors. You will handle client inquiries, process accounts, and assist with trades and meetings, delivering high-quality service in a fast-paced team environment.

Required: general office experience in wealth management, Series 7 & 66 or willingness to obtain; onsite workstyle. Compensation includes benefits and opportunity for growth within the branch network.