Client Service Associate-Charleston, SC

Raymond James • Charleston, SC

2d • 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 intermediate skills gained through experience and training to provide high-quality client service, follow established procedures for routine tasks, and complete non-routine tasks with general guidance and limited decision-making responsibility. The role involves frequent contact with internal and external customers to obtain, clarify, or provide information.

The successful candidate communicates effectively by phone, email, mail, in person, and virtually, and can organize and track detailed tasks amid changing priorities and deadlines in a fast-paced environment. The position supports client and branch operations, including account administration, transactions, reporting, documentation, and marketing activities. The role is based in Charleston, South Carolina, with a resident workstyle and travel of less than 25%.

Requirements

• High school diploma or equivalent.
• General experience of 7 to 12 months.
• Ability to provide effective client communication across in-person, virtual, phone, and mail channels.
• Skill with CRM or similar contact management software.
• Excel skills, including developing spreadsheets for ongoing reporting.
• Ability to operate standard office equipment and required software to prepare 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 with changing priorities and deadlines.
• Ability to identify time-sensitive items, assess competing priorities, and proactively follow up to ensure completion 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.
• Effective oral and written communication and interpersonal skills with people at 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 is preferred.
• An equivalent combination of experience, education, and training may be accepted with Human Resources approval.
• Knowledge of the company’s working structure, policies, mission, and strategies; general office practices and procedures; investment concepts and practices used in the securities industry; and financial markets, products, and industry regulations.
• FINRA S65, S66, or S7 certification.

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, both independently and as part of 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 efforts.
• Prepare business summary reports and client-specific reports for Financial Advisor review as needed.
• 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 the Financial Advisor, as applicable.
• Participate in available training, cross-training, and educational or professional development opportunities to remain current on firm and industry policies and procedures.
• Perform other assigned duties and responsibilities.

Benefits

• Medical, dental, and vision benefits may be available.
• Life insurance may be available.
• Critical illness insurance and accident insurance may be available.
• Disability benefits may be available.
• Retirement savings benefits may be available.
• Paid time off, including vacation, holidays, and sick leave, may be available.
• Parental leave may be available.
• 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