Client Service Associate- Birmingham, MI
Company: Raymond James Financial Services
Location: Birmingham
Posted on: May 8, 2024
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Job Description:
Description
Job Summary
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 to provide high
quality/high touch critical administrative support to Financial
Advisors, their prospective and existing clients and other branch
staff team members. The ideal candidate will have effective
communication skills across multiple platforms (phone, email,
in-person, virtual), as well as the ability to organize, manage,
and track multiple, detailed tasks and assignments with frequently
changing priorities and deadlines in a fast-paced, task-oriented
work environment. Come grow with us and see where a career at
Raymond James could take you!
Essential Duties and Responsibilities
Services a high volume of daily interactions, including basic
inquiries and scheduling of meetings, with prospective and existing
clients on the phone, in-person, virtually and through
mailings.
Works both independently and within a dynamic team environment to
provide crucial support to the financial advisors and branch
office.
With a high level of organization and accuracy, processes client
financial transactions and financial advisor and branch office
expenses and expense reports.
Opens new client accounts and researches client and security
information using internal databases and other technologies.
For proper maintenance and to meet firm and industry requirements,
ensures client paperwork and documentation is accurate and correct
prior to submission and processing. Follows 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 and/or professional development opportunities to remain
current on firm and industry policies and procedures.
Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
Company's working structure, policies, mission, and strategies.
General office practices, procedures, and methods.
Investment concepts, practices and procedures used in the
securities industry.
Financial markets, products and industry regulations.
Skill in
Client Relationship Management (CRM) software, or similar contact
management software.
Excel, including developing spreadsheets as needed and for ongoing
reporting.
Effective communication across multiple client interactive
platforms (in-person, virtual, phone and mail)
Ability to
Operate standard office equipment and using 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.
Identify time sensitive items and assess competing priorities.
Take initiative and proactively follow up on submitted items to
ensure completion; resolve errors, questions or concerns.
Handle stressful situations and provide a high level of customer
service in a calm and professional manner.
Analyze problems and establish solutions in a fast paced
environment.
Use mathematics sufficient to process account and transaction
information.
Use appropriate interpersonal styles and communicate effectively,
both orally and in writing, with all organizational levels, in
person and virtually.
Work both independently and as part of a cohesive team.
Provide a high level of customer service.
Educational/Previous Experience Requirements
Education/Previous Experience
High School Diploma or equivalent and one (1) or more years
securities industry or related work experience preferred.
OR -
An equivalent combination of experience, education, and/or training
as approved by Human Resources.
Licenses/Certifications
Job: Administrative & Support Services
Primary Location: US-MI-Birmingham
Organization Northern
Schedule Full-time
Job Shift Day Job
Travel No
Req ID: 2400646
Keywords: Raymond James Financial Services, Westland , Client Service Associate- Birmingham, MI, Other , Birmingham, Michigan
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