Client Service Associate (Winter Haven, FL)

Raymond James•Winter Haven, FL

7h•Onsite

About The Position

Raymond James is seeking a motivated, detail-oriented Client Service Associate to provide high-quality administrative support to Financial Advisors, prospective and existing clients, and branch staff. Under direct supervision, the role uses skills developed through experience and training to handle routine tasks and a variety of non-routine tasks with limited decision-making responsibility. It involves regular contact with internal and external customers to obtain, clarify, or provide information. The associate works independently and as part of a team in a fast-paced, task-oriented environment, organizing multiple detailed assignments with changing priorities and deadlines. The position requires effective communication by phone, email, mail, in person, and virtually, along with accuracy, initiative, and a professional approach to customer service. The position is based in Winter Haven, Florida, and has a resident workstyle. Travel is less than 25%.

Requirements

High school diploma or equivalent.
Ability to organize, manage, and track multiple detailed tasks and assignments amid changing priorities and deadlines in a fast-paced work environment.
Effective communication skills across in-person, virtual, phone, and mail interactions, both orally and in writing.
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.
Ability to identify time-sensitive items and assess competing priorities.
Ability to take initiative, follow up proactively, and resolve errors, questions, or concerns.
Ability to handle stressful situations while providing calm, professional customer service.
Ability to analyze problems and establish solutions in a fast-paced environment.
Mathematics skills sufficient to process account and transaction information.
Ability to work independently and as part of a cohesive team.
Ability to provide a high level of customer service.

Nice To Haves

One or more years of securities industry or related work experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Knowledge of investment concepts, practices, and procedures used in the securities industry.
Knowledge of financial markets, products, and industry regulations.
Skill in CRM or similar contact management software.
Excel skills, including developing spreadsheets for ongoing reporting.

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, both 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 and client-specific reports as needed 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 remain current on firm and industry policies and procedures.
Perform other duties and responsibilities as assigned.