Client Service Associate (Greensboro, NC)

Raymond James & Associates • Greensboro, NC

258d

About The Position

The Client Service Associate position in Greensboro, NC involves servicing a high volume of daily interactions with prospective and existing clients through various communication channels. The role requires working independently and as part of a team to support financial advisors and branch offices. Key responsibilities include processing client financial transactions, opening new client accounts, ensuring accurate documentation, preparing reports, and assisting with marketing efforts. The position emphasizes a high level of organization, customer service, and the ability to manage multiple tasks in a fast-paced environment.

Requirements

• Experience with Client Relationship Management (CRM) software or similar contact management software.
• Proficiency in Excel, including developing spreadsheets.
• Effective communication skills across multiple platforms.
• Ability to operate standard office equipment and software applications.
• Strong organizational skills to manage multiple tasks and changing priorities.
• Ability to analyze and research account information.
• High level of customer service skills.

Nice To Haves

• Knowledge of investment concepts and practices used in the securities industry.
• Understanding of financial markets, products, and industry regulations.

Responsibilities

• Service a high volume of daily interactions with clients via phone, in-person, virtually, and through mailings.
• Provide support to financial advisors and branch office.
• Process client financial transactions and financial advisor expenses with accuracy.
• Open new client accounts and research client and security information.
• Ensure client paperwork and documentation is accurate prior to submission.
• Prepare letters, forms, and reports for servicing existing clients and prospecting new clients.
• Create and maintain records using Client Relationship Management (CRM) software.
• Assist Financial Advisors with marketing efforts including seminars and client-facing events.
• Engage in training and professional development opportunities.
• Perform other duties as assigned.

Benefits

• Professional development opportunities.
• Supportive work culture focused on diversity and inclusion.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: High school or GED