Client Service Associate- Little Rock, AR

1 week ago

Little Rock, United States Raymond James Financial, Inc. Full time

**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**

* None required

**Job:** Administrative & Support Services

**Primary Location:** US-AR-Little Rock

**Organization** Western

**Schedule** Full-time

**Job Shift** Day Job

**Travel** No

**Req ID:** 2403700

  • AR-SLP-North Little Rock

    2 days ago

    North Little Rock, United States The Blossoms at North Little Rock Rehab & Nursing Center Full time

    DetailsClient Name The Blossoms at North Little Rock Rehab & Nursing Center Job Type Travel Offering Allied Profession Therapy Specialty SLP Job ID 29722584 Job Title AR-SLP-North Little Rock Weekly Pay $1660.0 Shift DetailsShift Day - 8x4 - 07AM Scheduled Hours 32 Job Order DetailsStart Date 12/05/2024 End Date 03/06/2025 Duration 13 Week(s) Client...

  • AR-PTA-Little Rock

    4 weeks ago

    Little Rock, United States Reliant- Blossoms at Cumberland Full time

    DetailsClient Name Reliant- Blossoms at Cumberland Job Type Travel Offering Nursing Profession Healthcare Professional (Nursing) Specialty Addiction Medicine Physician Assistant Job ID 15355815 Job Title AR-PTA-Little Rock Weekly Pay $1382.09 Shift DetailsShift 7:00 AM - 7:00 PM Scheduled Hours 36 Job Order DetailsStart Date 11/13/2024 End Date 02/12/2025...

  • Highly Competitive Dialysis RN Opportunity in Little Rock

    7 days ago

    Little Rock, Arkansas, United States DCI Little Rock (271494) Full time

    We are seeking an experienced Dialysis Travel RN to join our team at DCI Little Rock (271494). As a dialysis nurse, you will be responsible for assessing patient response to dialysis therapy and making appropriate adjustments to treatment plans as indicated by supervisors or prescribed by physicians.About the Job:Job Type: TravelLocation: Little Rock,...

  • Radiology Technologist

    1 week ago

    Little Rock, Arkansas, United States American Traveler Full time

    Are you a skilled Radiology Technologist looking for a new challenge? We have an exciting travel opportunity in Little Rock, AR. This 13-week assignment offers 36 hours of work per week, with 12-hour shifts and a competitive salary.About the JobWe are seeking a talented Radiology Technologist to join our team in Little Rock, AR. As a traveler with American...

  • Neurologist Opportunity in Little Rock, AR

    1 week ago

    Little Rock, Arkansas, United States Maxim Healthcare. Full time

    Job SummaryWe are seeking a board-certified neurologist to administer VA Disability Benefits Examinations for Traumatic Brain Injury (TBI) to Veterans at one of our partner facilities in Little Rock, AR.

  • AR-PTA-Little Rock

    4 weeks ago

    Little Rock, United States THE BLOSSOMS AT CUMBERLAND REHAB & NURSING CENTER Full time

    DetailsClient Name The Blossoms at Cumberland Rehab & Nursing Center Job Type Travel Offering Allied Profession Therapy Specialty PTA Job ID 29397765 Job Title AR-PTA-Little Rock Weekly Pay $1180.5 Shift DetailsShift Day - 8x4 - 07AM Scheduled Hours 32 Job Order DetailsStart Date 11/13/2024 End Date 02/12/2025 Duration 13 Week(s) Job Description Job Title:...

  • Physician Assistant

    7 days ago

    Little Rock, Arkansas, United States SERC Physical Therapy Full time

    Physical Therapist Opportunity in Little Rock, ARSERC Physical Therapy is seeking a skilled Physical Therapist to join our team in Little Rock, AR. This position offers a unique opportunity to provide high-quality patient care and be part of a dynamic healthcare organization.About SERC Physical TherapyThe Upstream family offers something for every clinician:...

  • Personal Care Assistant

    1 week ago

    Little Rock, Arkansas, United States Visiting Angels Full time

    About Visiting AngelsVisiting Angels is a leading provider of non-medical home care services in the nation. Our mission is to empower seniors to remain independent and comfortable in their own homes. We take pride in our compassionate caregiving team that supports seniors with a variety of service offerings.Competitive Salary: $25-$35/hourWe are currently...

  • Caregiver in Little Rock AR

    1 week ago

    Little Rock, Arkansas, United States HomeWell Care Services AR174 Full time

    We are seeking a compassionate and dedicated caregiver to join our team at HomeWell Care Services in Little Rock, AR. As a caregiver with HomeWell, you will have the opportunity to make a meaningful difference in the lives of our clients, providing them with the care and support they need to live safely and independently.**Benefits and Salary:**$12-$18 per...

  • BCBA | Little Rock, AR

    2 months ago

    Little Rock, United States BlazerJobs Full time

    Job DescriptionJob DescriptionMinimum 1+ years Behavior Specialist experience required.Were looking for a passionate BCBA to join our awesome team. If you love working with kids and making a real difference, this could be the perfect gig for you.Location:Little Rock, ARCaseload:K-12th caseloadWhat Youll Do:Develop and maintain ABA programs. Conduct...

  • Sales Associate

    2 months ago

    Little Rock, United States Jared Full time

    Jared - Little Rock, AR [Sales Associate / Team Member] As a Sales Associate/Jewelry Specialist at Jared, you'll: Be responsible for providing a superior experience to the valued customers; Engage customers in conversation to understand their needs and desires; Present merchandise and share detailed information regarding features and benefits of products;...

  • Sales Associate

    2 months ago

    Little Rock, United States Zales Full time

    Zales - Little Rock, AR [Sales Associate / Team Member] As a Sales Associate/Jewelry Consultant at Zales, you'll: Be responsible for providing a superior experience to the valued customers; Engage customers in conversation to understand their needs and desires; Present merchandise and share detailed information regarding features and benefits of products;...

  • Babysitter wanted in Little Rock, AR area.

    2 months ago

    Little Rock, United States Wyndy LLC Full time

    Babysitter wanted in Little Rock, AR area. Seeking reliable individual to provide attentive and nurturing care. Must have experience and references. Reliable transportation required. Must be trustworthy and able to create a safe and engaging environment for little ones. Schedule would vary. Qualifications A love of working with children Excellent...

  • Enthusiastic Caregiver for Metro Little Rock

    6 days ago

    Little Rock, Arkansas, United States Metro Little Rock Full time

    Job OverviewWe're seeking a compassionate caregiver to provide personal care and companionship to our clients in Metro Little Rock. As a member of our team, you'll have the opportunity to make a real difference in people's lives every day.Salary and BenefitsThe estimated salary for this position is $18-$22 per hour, with opportunities for flexible scheduling...

  • Chronic Pain Specialist Opportunity in Little Rock, AR

    1 week ago

    Little Rock, Arkansas, United States AMN Healthcare Full time

    Job Title:Pain Management PhysicianAbout the Job:A chronic pain specialist opportunity has arisen in Little Rock, AR. The ideal candidate will have a fellowship in Pain Medicine and a passion for delivering exceptional patient care.Opportunity Overview:This established practice has a tremendous reputation and a proven track record of success.The team...

  • SLP in Little Rock

    6 months ago

    Little Rock, United States Soliant Full time

    Minimum 1+ years speech therapy experience required.Soliant is currently seeking a compassionate and skilled Speech Language Pathologist to join our team at a school in proximity to Little Rock, AR. If you possess a solid background in speech and language therapy and are passionate about aiding students in achieving their communication objectives, we eagerly...

  • TalentBurst | System Operator AR | little rock, ar

    7 days ago

    Little Rock, United States TalentBurst Full time

    Job Title: System Operator Location: Little Rock, AR Duration: 10 months+ Shift : 1st Shift, On-Site Job Description Entering radio information into the network in order to activate the radio. Maintaining accurate records of user information. Performing defined tasks as per ADEM and AWIN processes. Resolving user issues by answering questions and requests...

  • Neurology Opportunity

    5 months ago

    Little Rock, United States SourceMD Full time

    We are seeking a Neurologist for a practice opportunity near the Little Rock AR area We offer a highly competitive recruitment package including: Competitive salary compensation based on education and experience Competitive benefits Sign-on Bonus Relocation Assistance CME Community Incentive Dollars Paid Medical Malpractice Contact us today for more...

  • Academic Gastroenterologist Opportunity in Little Rock, AR

    3 months ago

    Little Rock, United States University of Arkansas for Medical Sciences Full time

    The University of Arkansas for Medical Sciences Department of Internal Medicine is seeking a fellowship trained,  board certified or board eligible faculty member to serve the Departments Division of Gastroenterology in Little Rock, AR.   Candidate will work mostly in the clinic with some inpatient responsibilities.  Candidate will teach medical students,...

  • Occupational Therapist | Little Rock, AR

    3 months ago

    Little Rock, United States Soliant Full time

    Job DescriptionJob DescriptionMinimum 1+ years occupational therapy experience required.Soliant Health is seeking a dedicated Occupational Therapist who is interested in working in a school setting in Little Rock, AR. In this role, the OT will be providing services for school age students ranging from grades K-12.Please see job details below. Job Description...