Client Relationship Associate

Job Description Summary

At Paramount Wealth Management, we believe life is too short to not live inspired. We are a client-focused team who are dedicated to serving others. We are seeking a Client Relationship Associate who shares our vision and values. The Client Relationship Associate fosters and deepens client relationships as well as providing operations and service support to the branch. The ideal candidate is competent, service-oriented, coachable, and has a positive attitude!

Ready to live inspired? Apply below to take the next step.

Job Description

Essential Duties and Responsibilities

• Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients

• Manage and deepen client relationships with effective, proactive communication and personalized attention in every interaction

• Open new client accounts, process money movement, and research information as needed

• Support the firm’s growth

• Prepare financial reports, spreadsheets, and other materials for client meetings

• Create and maintain records and files utilizing Client Relationship Management (CRM) software

• Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures

Knowledge of

• Company’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 in

• Client Relationship Management (CRM) software

• Microsoft Office Suite

• Effective communication (in-person, virtual, phone, and mail)

Ability to

• Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases

• Analyze and research account information

• Handle stressful situations and provide a high level of client attention in a calm and professional manner

• Analyze problems and establish solutions in a fast-paced environment

• Use appropriate interpersonal styles and communicate effectively

• Work both independently and as part of a cohesive team

• Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment

• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns

• Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases

Licenses/Certifications

Licenses/Certifications (preferred)

• SIE

• Series 7

• Series 63, 65 and/or 66 as required by state

Paramount Wealth Management and its employees are independent contractors with respect to Raymond James ; not employees of Raymond James. The term “Raymond James” includes, but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

Education

High School (HS) (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

Travel

Less than 25%

Workstyle

Resident

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 same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At 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. 

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