Client Service Associate

Raymond James•Belmont, MI

21d•Onsite

About The Position

HB Steele Interactive Financial Planning is seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to two independent financial advisors and collaborate closely with our Director of Client Engagement. This client-facing role is essential to delivering outstanding experience through proactive communication, scheduling, and service coordination. The ideal candidate will be professional, discreet, and capable of handling sensitive financial information with integrity. Strong administrative skills, the ability to manage multiple priorities, and a commitment to excellence are critical for ensuring the smooth operation of the practice. If you are passionate about delivering exceptional client service and thrive in a team environment balanced with independent work, we’d love to hear from you.

Requirements

General office practices, procedures, and methods
Basic investment concepts, practices and procedures used in the securities industry
Financial markets, products, and industry regulations
Client Relationship Management (CRM) software
Microsoft Office
Effective communication (in-person, virtual, phone and mail)
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
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
Provide a high level of customer service in a calm and professional manner
Use mathematics sufficient to process account and transaction information
Use appropriate interpersonal styles and communicate effectively
Work both independently and as part of a team
Provide a high level of customer service
Bachelor’s degree preferred, or equivalent years of experience in industry
3+ years of experience in the financial services industry strongly preferred, particularly in administrative and/or customer service roles

Responsibilities

Service daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clients
Work both independently and within a team environment to provide administrative support to the financial advisors and branch office
Open new client accounts, process money movement, and research information as needed
Ensure client paperwork and documentation is accurate with meticulous attention to detail
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 with compliance documentation and recordkeeping
Review all automated withdrawals and deposits to verify accuracy of monthly financial obligations
Coordinate mailings and gifting
Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures
Performs other duties and responsibilities as assigned