Client Service Associate (Scottsdale, AZ)

Raymond James • Scottsdale, AZ

90d

About The Position

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, 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.

Requirements

• High School Diploma or equivalent.
• One (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training.
• 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, or similar contact management software.
• Proficiency in Excel, including developing spreadsheets as needed 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.

Nice To Haves

• Experience in analyzing and researching account information.
• Ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines.
• Experience in handling stressful situations and providing a high level of customer service.
• Ability to analyze problems and establish solutions in a fast-paced environment.

Responsibilities

• Services 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.
• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
• Processes client financial transactions and financial advisor and branch office expenses and expense reports with a high level of organization and accuracy.
• Opens new client accounts and researches client and security information using internal databases and other technologies.
• Ensures client paperwork and documentation is accurate and correct prior to submission and processing.
• Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
• Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
• May enter orders at the direction of the Financial Advisor.
• Actively engages in available training/cross-training and educational and/or professional development opportunities.

Benefits

• Development opportunities and enriching networking groups.
• Prioritizing diversity and inclusion.
• Support of leaders and colleagues who care.

What This Job Offers

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