Client Service Associate

Raymond James • Draper, UT

1d

About The Position

Our guiding force is to do what is best for our clients, and a strong team is required to achieve that. As such, we are adding a Client Service Associate to our team. This impactful role will represent our firm with strong customer services, processing, and project management experience. The ideal person truly enjoys helping people, has strong communication skills, and takes pride in their work. By joining us, you’re joining a casual, yet client-centric and fun, yet focused team!

Requirements

• Knowledge of Company’s working structure, policies, mission, and strategies.
• General office practices, procedures, and methods.
• Skill in Client Relationship Management (CRM) software, or similar contact management software.
• Microsoft Office 365 applications
• Effective communication across multiple client platforms (in-person, virtual, phone and mail)
• Ability to Operate standard office equipment and using 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.
• Identify time sensitive items and assess competing priorities.
• 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, professional manner.
• Use mathematics sufficient to process account and transaction information.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
• Work both independently and as part of a cohesive team.
• Provide a high level of customer service.
• High School Diploma or equivalent and one (1) or more years industry or related work experience preferred, or an equivalent combination of experience, education

Responsibilities

• Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings.
• Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
• Open new client accounts, process money movement, and research information as needed
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
• Performs other duties and responsibilities as assigned.

What This Job Offers

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