Client Service Associate

Raymond James • Auburn Hills, MI

3d • 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 involves frequent client interaction across phone, email, in-person, virtual, and mail channels, along with organizing and tracking multiple detailed tasks in a fast-paced environment. The associate supports client service, account administration, financial transactions, reporting, and marketing activities while maintaining accurate records and following firm and industry procedures. The position also includes opportunities for training, cross-training, and professional development.

Requirements

• High school diploma or equivalent; the education section identifies completion of high school as required.
• One or more years of securities-industry or related work experience 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.
• 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 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, follow up proactively on submitted items, and resolve errors, questions, or concerns.
• Ability to handle stressful situations and provide calm, professional, high-level 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, or an equivalent combination of experience, education, and/or training.

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 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.
• Check 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 for new clients.
• Prepare business summary reports and client-specific reporting 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 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 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 benefit eligibility and 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