Client Associate

Client Associate

At Goetzman Nau Financial Partners our collaborative team caters to our clients with a high level of care and specialized support. As our team grows, we are seeking a Client Associate who aligns with our vision and values. Additionally, the ideal candidate has a positive attitude, is organized and is a strong communicator. Are you ready? Let's uncover the possibility of working together.

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

Skill in

Ability to

Goetzman Nau Financial Partners and its employees are independent contractors with respect to Raymond James; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.

Education

Work Experience

Certifications

Travel

Workstyle

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 :

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.