Client Service Associate

Job Description Summary Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in‑person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast‑paced, task‑oriented work environment. Come grow with us and see where a career at Raymond James could take you! Responsibilities Provide a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in‑person, virtually and through mailings. Work both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. Process client financial transactions, advisor and branch office expenses and expense reports with a high level of organization and accuracy. Open new client accounts and research client and security information using internal databases and other technologies. Ensure client paperwork and documentation is accurate and correct prior to submission and processing, and follow up to ensure accurate completion. Prepare letters, forms and reports to assist with servicing existing clients and prospecting for new clients. Prepare various business summary reports and client‑specific reporting as needed for review by the financial advisor. Create and maintain records and files utilizing Client Relationship Management (CRM) software. Assist Financial Advisors with marketing efforts including seminars and other client‑facing events. Enter orders at the direction of the Financial Advisor. Engage in available training/cross‑training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. Perform other duties and responsibilities as assigned. Provide a high level of customer service. Handle stressful situations in a calm and professional manner. Analyze problems and establish solutions in a fast‑paced environment. Knowledge, Skills, and Abilities Knowledge of the 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 or similar contact management software. Proficiency in Excel, including developing spreadsheets and for ongoing reporting. Effective communication across multiple client interactive platforms (in‑person, virtual, phone and mail). Ability to operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Analyze and research account information. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast‑paced, task‑oriented work environment. Identify time‑sensitive items and assess competing priorities. Take initiative and proactively follow up on submitted items to ensure completion, resolve errors, questions or concerns. Use mathematics sufficient to process account and transaction information. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. Work both independently and as part of a cohesive team. Education and Experience High School Diploma or equivalent. One (1) or more years of securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources. General experience: 0 to 3 months. Compensation and Benefits Salary Range: $45,000.00 – $70,000.00. Travel: Less than 25%. Workstyle: Hybrid. The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. For more details on the benefits offered, visit Myrjbenefits.com. Equal Opportunity Employer The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr 100 Raymond James & Associates, Inc.