Client Service Associate WWS

Woodforest National Bank • Conroe, TX

10h

About The Position

The Client Service Associate (CSA) Woodforest Wealth (WW) works under general supervision, using specialized knowledge and skills obtained through experience and/or formal training to provide pro-active support to financial advisors and their clients. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring minimal evaluation, originality or ingenuity in making routine decisions. The CSA contributes to an increased generation of commission and fee revenue by maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. Extensive contact with internal and external clients/customers to identify, research, and resolve problems.

Requirements

• A general understanding of all Raymond James (RJ) systems.
• Proficiency with Microsoft Office products (i.e., Excel, Word, Outlook, PowerPoint or SharePoint).
• Excellent organizational and time management skills.
• Excellent customer service skills.
• Ability to interact and communicate effectively with internal and external parties.
• Ability to coordinate multiple tasks simultaneously and leverage internal resources.
• Excellent attention to detail.
• Strong client focus and ability to partner with various internal groups.
• Independence and self-motivation with an ability to adapt and be flexible in a team environment.
• Ability to navigate client relationships and product usage.
• Strong verbal and written communication skills.
• Strong analytical and problem-solving skills.
• 5+ years of financial services industry service experience, or an equivalent amount of experience, education, or training required.

Nice To Haves

• SIE / Series 7 and 66 preferred.

Responsibilities

• Work with clients Raymond James (RJ) and third-party custodians to ensure optimal client account maintenance and support.
• Manage the production and processing of all client account documentation.
• Manage a client review process to ensure ongoing client meetings and continued implementation of client investment strategies.
• Formalize and manage a client onboarding process.
• Monitor branch daily alerts and take action as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed