Client Service Associate- Orlando, FL

Raymond James • Orlando, FL

23h • Onsite

About The Position

Raymond James is hiring a Registered Client Service Associate to provide high-quality administrative and client service support to Financial Advisors, prospective and existing clients, and branch staff. Under direct supervision, the associate uses skills gained through experience and training to perform routine tasks and a variety of non-routine tasks with limited decision-making responsibility. The role involves frequent contact with internal and external customers to obtain, clarify, and provide information.

The successful candidate communicates effectively across phone, email, in-person, virtual, and mail channels; organizes and tracks multiple detailed tasks; and adapts to changing priorities and deadlines in a fast-paced, task-oriented environment. The position supports client interactions, account and transaction processing, documentation, reporting, recordkeeping, and advisor marketing activities. It also includes ongoing training and professional development.

Requirements

• High School Diploma or equivalent; high school completion is required.
• Ability to organize, manage, and track detailed tasks and assignments while handling changing priorities and deadlines.
• Ability to identify time-sensitive items, assess competing priorities, take initiative, and follow up on submitted items to ensure completion.
• Ability to resolve errors, questions, and concerns; analyze problems; and establish solutions in a fast-paced environment.
• Ability to provide calm, professional, high-level customer service in stressful situations.
• Effective oral and written communication and interpersonal skills across client-facing platforms and organizational levels.
• Ability to work independently and as part of a cohesive team.
• Ability to analyze and research account information and use mathematics sufficient to process account and transaction information.
• Ability to operate standard office equipment and use required software to produce correspondence, reports, electronic communications, spreadsheets, and databases.
• Knowledge of general office practices, procedures, and methods.
• Knowledge of investment concepts, securities-industry practices and procedures, financial markets, products, and industry regulations.
• Skill with CRM or similar contact-management software.
• Excel skills, including developing spreadsheets for ongoing reporting.

Nice To Haves

• One or more years of securities industry or related work experience; an equivalent combination of experience, education, and/or training may be considered with Human Resources approval.

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.
• Work independently and as part of a team to support Financial Advisors and the branch office.
• 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 training, cross-training, and educational or professional development opportunities to stay current on firm and industry policies and procedures.
• Perform other duties and responsibilities as assigned.

Benefits

• Medical, dental, and vision coverage
• Life insurance
• Critical illness insurance and accident insurance
• Disability benefits
• Retirement savings
• Paid time off, including vacation, holidays, and sick leave
• Parental leave
• Additional compensation may include cash or equity, discretionary bonuses, or commissions

What This Job Offers

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