Client Service Associate

Job Title

Job Description

Essential Duties and Responsibilities

Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients

Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office

Open new client accounts, process money movement, and research information as needed

Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion

Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor

Create and maintain records and files utilizing Client Relationship Management (CRM) software

Actively engage in available training / cross-training and educational and / or professional development opportunities to remain current on industry policies and procedures

Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities

Knowledge of Company's working structure, policies, mission, and strategies

General office practices, procedures, and methods

Basic investment concepts, practices and procedures used in the securities industry

Financial markets, products and industry regulations

Skill in Client Relationship Management (CRM) software

Microsoft Office

Effective communication (in-person, virtual, phone and mail)

Ability to Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases

Analyze and research account information

Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment

Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns

Provide a high level of customer service in a calm and professional manner

Use mathematics sufficient to process account and transaction information

Use appropriate interpersonal styles and communicate effectively

Work both independently and as part of a team

Provide a high level of customer service

Education High School (HS) (Required)

Work Experience General Experience - 3 to 6 years

Salary Range $45,000.00-$85,000.00

Travel Less than 25%

Workstyle Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to : Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.