Relationship Management Support Specialist, RCS

Raymond James • Saint Petersburg, FL

95d

About The Position

Under limited supervision uses specialized knowledge and skills obtained through experience, training and/or certification to support the RCS Relationship Management team in meeting specific marketing and sales goals designed to drive client loyalty and grow the RCS client relationships. Collaborate with service, operations, risk, trading, technology, and other internal subject matter experts to research client concerns. May lead defined work or projects of moderate scope and complexity. Manage reporting, contact management, and execute strategic communications. Extensive contact with internal and external customers is required to establish and maintain relationships.

Requirements

• Bachelor’s Degree from a four year college or university with three (3) to five (5) years of experience in custody, clearing, marketing, or other financial services environment.
• Any equivalent combination of experience, education, and/or training as approved by Human Resources.
• Licenses/Certifications: Series 7 & Series 63.
• General Experience - 3 to 6 years.
• Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).

Nice To Haves

• Skill in Organizing resources, creating presentations and presenting virtually.
• Implement standards for processes and procedures for efficient and timely work flow.
• Following-up to ensure resolution and completion of tasks.
• Data analysis tools such as Excel, SQL, Tableau, or Power BI (preferred).
• SalesForce CRM experience.

Responsibilities

• Supports all aspects of territory management, administration and reporting.
• Assists with the execution of relationship strategies and strategic communications.
• Manages all aspects of client-specific pricing and expense billing, including maintaining pricing schedules across systems, resolving operational and billing issues, and ensuring accuracy and compliance through quality checks.
• May attend client meetings, conferences or host prospects during Home Office Visits (HOV).
• Manages Advisor Choice process, including aspects of RCS platform due diligence.
• Spearheads post-transition engagement with internal and external firms new to RCS.
• Directs all aspects of client firm level changes including mergers, reorganizations, or branding.
• Prepares materials for in person client meetings.
• Maintains SalesForce CRM data.
• Coordinates aspects of the RCS Events & Education strategy.
• Manages product partner relationships.
• Coordinates education sessions with internal business partners for relationship team.
• Uses applications to promote team communication and maintains calendars.
• Performs other duties and responsibilities as assigned.

Benefits

• Development opportunities and enriching networking groups.
• Prioritizing diversity, inclusion and the power of different perspectives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 1-10 employees