Client Service Associate - New Orleans, LA

Raymond James•New Orleans, LA

22h•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 works under direct supervision, using intermediate skills gained through experience and training. It follows established procedures for routine tasks and receives general guidance for non-routine work with limited decision-making responsibility. Regular contact with internal and external customers is required to obtain, clarify, and provide information. The Client Service Associate works independently and as part of a dynamic team in a fast-paced, task-oriented environment. The position requires effective communication across phone, email, in-person, virtual, and mail channels, along with the ability to organize and track detailed assignments amid changing priorities and deadlines. The role supports client service, account administration, financial transactions, reporting, recordkeeping, and Financial Advisor marketing efforts.

Requirements

High school diploma or equivalent.
At least one year of securities-industry or related work experience is preferred; the posting also lists general experience of 13 months to 3 years.
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 and Excel, including developing spreadsheets for ongoing reporting.
Ability to operate standard office equipment and use required software 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 detailed tasks and assignments while handling changing priorities and deadlines in a fast-paced environment.
Ability to identify time-sensitive items, assess competing priorities, take initiative, and follow up proactively to ensure items are completed 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 across client-facing platforms and organizational levels, in person and virtually.
Ability to work independently and as part of a cohesive team.
No licenses or certifications are required.
Travel of less than 25%.

Nice To Haves

One or more years of securities-industry or related work experience.

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 administrative support to Financial Advisors and the branch office, working independently and within a team.
Process client financial transactions, Financial Advisor expenses, and branch office expenses and expense reports with organization and accuracy.
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 prospective-client outreach.
Prepare business summary reports and client-specific reports for Financial Advisor review as needed.
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 a Financial Advisor, as needed.
Participate in available 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.