Client Service Associate- Orlando, FL

Raymond James•Orlando, FL

23h•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 work and a variety of non-routine tasks with limited decision-making responsibility. It involves frequent contact with internal and external customers to obtain, clarify, or provide information. The associate supports a fast-paced, task-oriented environment by managing client interactions, financial transactions, account paperwork, reporting, records, and advisor marketing activities. The role requires strong organization, accuracy, effective communication across phone, email, in-person, virtual, and mail channels, and the ability to manage changing priorities and deadlines. The position also includes ongoing training and professional development to stay current with firm and industry policies and procedures.

Requirements

High school diploma or equivalent; high school completion is required.
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, securities-industry practices and procedures, financial markets, financial products, and industry regulations.
Skill with CRM or similar contact-management software.
Skill with Excel, including developing spreadsheets for ongoing reporting.
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 and use mathematics sufficient to process account and transaction information.
Ability to organize, manage, and track detailed tasks and assignments amid frequently changing priorities and deadlines.
Ability to identify time-sensitive items, assess competing priorities, and proactively follow up to ensure submitted items are completed and errors or concerns are resolved.
Ability to handle stressful situations while providing 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 organizational levels and 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.

Responsibilities

Handle a high volume of daily client interactions, including basic inquiries and meeting scheduling, across phone, in-person, virtual, and mail channels.
Provide administrative 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.
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, 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 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