Client Service Associate-Franklin, TN

Raymond James•Franklin, TN

1d•Onsite

About The Position

Raymond James is seeking a detail-oriented, motivated Client Service Associate to provide administrative support to Financial Advisors, prospective and existing clients, and branch staff. The role operates under direct supervision, using intermediate skills gained through experience and training. It follows established procedures for routine tasks and provides general guidance for non-routine work with limited decision-making responsibility. The position involves frequent contact with internal and external customers to obtain, clarify, or provide information. The ideal candidate communicates effectively across phone, email, in-person, and virtual channels and can manage multiple detailed tasks with changing priorities and deadlines in a fast-paced environment. The Client Service Associate handles client inquiries and meeting scheduling, processes client transactions and office expenses, opens client accounts, researches account and security information, and checks paperwork for accuracy and completeness. The role also prepares correspondence, forms, reports, and client-facing event support; maintains CRM records; and may enter orders as directed by a Financial Advisor. Ongoing training and professional development are expected. The position is resident in Franklin, Tennessee, with travel of less than 25%. Compensation includes base salary or wages and may include additional compensation, discretionary bonuses, or commissions. Benefits may include medical, dental, and vision coverage; life, critical illness, accident, and disability insurance; retirement savings; paid time off; and parental leave. Eligibility and offerings vary by position and employment status.

Requirements

High school diploma or equivalent.
One or more years of securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or 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; financial markets, 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 required software applications 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 multiple detailed tasks and assignments amid frequently changing priorities and deadlines.
Ability to identify time-sensitive items, assess competing priorities, and proactively follow up on submitted items to ensure completion 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 with all organizational levels, 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 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 independently and as part of a team.
Process client financial transactions, Financial 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 as needed.
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 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.