Client Service Associate

Raymond James • Loves Park, IL

1d • $45,000 - $65,000 • Onsite

About The Position

Raymond James is seeking a motivated, detail-oriented and creative problem solver to provide high-quality administrative support to Financial Advisors, prospective and existing clients, and branch staff. The role serves a high volume of client interactions across phone, email, in-person, virtual and mail channels, and requires strong organization, communication and task-management skills in a fast-paced environment with changing priorities and deadlines.

The Client Service Associate supports client account administration and financial transactions, maintains accurate records and documentation, prepares correspondence and reports, and assists with advisor marketing efforts and client-facing events. The position works independently and as part of a team, and may enter orders at the direction of a Financial Advisor. Associates are expected to participate in training and professional development to stay current with firm and industry policies and procedures.

Requirements

• High school diploma or equivalent.
• One or more years of securities-industry or related work experience is preferred, or an equivalent combination of experience, education and/or training as approved by Human Resources.
• Knowledge of general office practices, procedures and methods.
• Knowledge of investment concepts, practices and procedures used in the securities industry, as well as financial markets, products and industry regulations.
• Skill with CRM or similar contact-management software.
• Excel skills, including developing spreadsheets for ongoing reporting.
• Effective communication across in-person, virtual, phone and mail channels.
• Ability to operate standard office equipment and use software applications to produce correspondence, reports, electronic communications, spreadsheets and databases.
• Ability to analyze and research account information and use mathematics sufficient to process account and transaction information.
• Ability to organize, manage and track multiple detailed tasks and assignments amid frequently changing priorities and deadlines.
• Ability to identify time-sensitive items and assess competing priorities.
• Ability to take initiative and follow up proactively to ensure completion and resolve errors, questions or concerns.
• Ability to handle stressful situations and provide calm, professional customer service.
• Ability to analyze problems and establish solutions in a fast-paced environment.
• Ability to communicate effectively, orally and in writing, with all organizational levels, in person and virtually.
• Ability to work independently and as part of a cohesive team.
• Ability to provide a high level of customer service.

Responsibilities

• Respond to prospective and existing clients’ inquiries and schedule meetings across phone, in-person, virtual and mail channels.
• Provide support to Financial Advisors and the branch office, working independently and collaboratively with the team.
• Process client financial transactions and Financial Advisor and branch office expenses and expense reports accurately.
• Open new client accounts and research client and security information using internal databases and other technologies.
• Review client paperwork and documentation for accuracy and completeness before submission and processing, and follow up to ensure completion.
• Prepare letters, forms and reports to support existing clients and prospecting efforts.
• Prepare business summary reports and client-specific reports for Financial Advisor review.
• Create and maintain records and files using 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, as needed.
• Participate in available training, cross-training, educational and professional development opportunities to remain current on firm and industry policies and procedures.
• Perform other duties and responsibilities as assigned.

Benefits

• Medical, dental and vision coverage may be available.
• Life insurance may be available.
• Critical illness insurance and accident insurance may be available.
• Disability benefits may be available.
• Retirement savings may be available.
• Paid time off, including vacation, holidays and sick leave, may be available.
• Parental leave may be available.
• Specific benefits and eligibility may vary based on position and employment status.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED