Client Service Associate (Atlanta, GA)

Raymond James • Atlanta, GA

4d • Onsite

About The Position

Raymond James is seeking a motivated, detail-oriented Client Service Associate to provide administrative support to Financial Advisors, prospective and existing clients, and branch staff. Under direct supervision, the associate uses skills developed through experience and training to deliver quality client service, follow established procedures for routine tasks, and perform non-routine tasks with general guidance and limited decision-making responsibility. The role involves routine contact with internal and external customers to obtain, clarify, or provide information. The successful candidate communicates effectively across phone, email, in-person, and virtual channels, and manages multiple detailed assignments with changing priorities and deadlines in a fast-paced environment.

The position supports daily client interactions, account and transaction processing, documentation, reporting, recordkeeping, and advisor marketing activities. The associate works independently and as part of a team, follows firm and industry procedures, and participates in training and professional development to remain current on relevant policies and practices. The position is based in Atlanta, Georgia, with a resident workstyle and travel of less than 25%.

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 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.
• Skill with Excel, including developing spreadsheets for ongoing reporting.
• Effective communication across in-person, virtual, phone, and mail channels.
• Ability to operate standard office equipment and required 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 changing priorities and deadlines.
• Ability to identify time-sensitive items and assess competing priorities.
• Ability to take initiative, proactively follow up on submitted items, and resolve errors, questions, or concerns.
• Ability to handle stressful situations and provide calm, professional, high-quality 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.

Nice To Haves

• One or more years of securities industry or related work experience.
• Securities Industry Essentials Exam (SIE) certification from FINRA.

Responsibilities

• Handle a high volume of daily interactions with prospective and existing clients, including basic inquiries and meeting scheduling, by phone, in person, virtually, and through mailings.
• Provide support to Financial Advisors and the branch office, working independently and within a 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 for existing-client service and prospecting.
• Prepare business summary reports and client-specific reports for Financial Advisor review.
• Create and maintain records and files using CRM software.
• Assist Financial Advisors with marketing efforts, including seminars and other client-facing events.
• Enter orders at the direction of a Financial Advisor, as needed.
• Participate in available training, cross-training, and educational or professional development opportunities to remain current on firm and industry policies and procedures.
• Perform other duties and responsibilities as assigned.

Benefits

• Benefits package may include medical, dental, and vision insurance; life insurance; critical illness insurance; accident insurance; disability benefits; retirement savings; paid time off, including vacation, holidays, and sick leave; and parental leave. Eligibility and specific offerings may vary by position and employment status.

What This Job Offers

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