Client Service Associate (Atlanta, GA)

Raymond James•Atlanta, GA

2d•Onsite

About The Position

Raymond James is seeking a motivated, detail-oriented Client Service Associate to provide administrative and client-service support to Financial Advisors, prospective and existing clients, and branch staff. Under direct supervision, the role uses skills gained through experience and training to perform routine tasks and, with general guidance, a variety of non-routine tasks with limited decision-making responsibility. It involves frequent contact with internal and external customers to obtain, clarify, and provide information in a fast-paced, task-oriented environment. The associate provides high-quality, responsive service across phone, email, in-person, virtual, and mail channels. The role supports client account servicing and transactions, maintains accurate records and documentation, prepares reports and correspondence, and assists with advisor marketing activities. The position is resident in Atlanta, Georgia, with 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 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.
Excel skills, including developing spreadsheets for ongoing reporting.
Effective communication across in-person, virtual, phone, email, and mail channels.
Ability to operate standard office equipment and use software to produce correspondence, reports, electronic communications, spreadsheets, and databases.
Ability to analyze and research account information; organize, manage, and track multiple detailed tasks with changing priorities and deadlines; identify time-sensitive items; and assess competing priorities.
Ability to take initiative and follow up proactively to ensure submitted items are completed and to 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.
Mathematical ability sufficient to process account and transaction information.
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

Securities Industry Essentials Exam (SIE) certification from FINRA.

Responsibilities

Handle a high volume of daily client interactions, including basic inquiries and meeting scheduling, across phone, in-person, virtual, and mail channels.
Work independently and with the team to support Financial Advisors and the branch office.
Process client financial transactions, advisor expenses, 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 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 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.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Critical illness insurance
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