Client Relationship Associate

Raymond James • Jackson, MI

106d

About The Position

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.

Requirements

• 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 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

Nice To Haves

• Licenses/Certifications (preferred): SIE, Series 7, Series 63, 65 and/or 66 as required by state

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

Benefits

• Development opportunities
• Enriching networking groups
• Prioritizing diversity and inclusion

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1-10 employees