Client Service Associate (Gainesville, FL)

About the Role

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail-oriented, and creative problem solver to join our growing team. This essential role helps provide high-quality, high-touch critical administrative support to Financial Advisors, their prospective and existing clients, and other branch staff team members.

Responsibilities

• Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients via phone, in-person, virtually, and through mailings.
• Works both independently and within a dynamic team environment to provide crucial support to financial advisors and the branch office.
• Processes client financial transactions and financial advisor/branch office expenses and expense reports with a high level of organization and accuracy.
• Opens new client accounts and researches client and security information using internal databases and other technologies.
• Ensures client paperwork and documentation are accurate and correct prior to submission and processing, following up to ensure accurate completion.
• Prepares letters, forms, and reports to assist with servicing existing clients and prospecting for new clients.
• Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Assists Financial Advisors with marketing efforts, including seminars and other client-facing events.
• May enter orders at the direction of the Financial Advisor.
• Actively engages in available training/cross-training and educational/professional development opportunities to remain current on firm and industry policies and procedures.
• Performs other duties and responsibilities as assigned.

Requirements

• Knowledge of the company’s working structure, policies, mission, and strategies.
• Understanding of general office practices, procedures, and methods.
• Familiarity with investment concepts, practices, and procedures used in the securities industry.
• Awareness of financial markets, products, and industry regulations.

Skills

• Proficiency in Client Relationship Management (CRM) software or similar contact management software.
• Skill in Excel, including developing spreadsheets for ongoing reporting.
• Effective communication across multiple platforms (in-person, virtual, phone, and mail).
• Ability to operate standard office equipment and use required software applications for correspondence, reports, electronic communication, spreadsheets, and databases.
• Analytical skills to research account information.
• Organizational skills to manage and track multiple, detailed tasks with changing priorities and deadlines in a fast-paced environment.
• Ability to identify time-sensitive items and assess competing priorities.
• Proactive approach to follow up on submitted items, resolve errors, and address questions or concerns.
• Capability to handle stressful situations and provide high-level customer service in a calm and professional manner.
• Problem-solving skills to analyze and establish solutions in a fast-paced environment.
• Mathematical skills sufficient to process account and transaction information.
• Interpersonal skills to communicate effectively with all organizational levels, both orally and in writing, in person and virtually.
• Ability to work both independently and as part of a cohesive team.

Qualifications

• High School Diploma or equivalent (Required)
• One (1) or more years of securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Benefits

This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.