Client Service Associate
3 weeks ago
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.
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Client Services Associate
1 week ago
Buffalo, New York, United States StraussGroup - Executive Search Consultants Full timeThe CompanyOur client, a locally based wealth advisory firm, is looking to add aClient Services Associateto their growing team in Buffalo, NY. This position is a great career opportunity for an individual who has experience in the financial services industry and who has a working knowledge of investments, annuity, life insurance and advisory products.The...
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Client Service Associate
1 week ago
Buffalo, New York, United States Raymond James Full time $45,000 - $60,000 per yearJob DescriptionJob SummaryCelebrating 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...
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Client Service Associate
2 weeks ago
Buffalo, United States Raymond James Financial Full timeJob TitleJob DescriptionEssential Duties and ResponsibilitiesService daily client inquiries over the phone and in-person, including scheduling meetings and greeting clientsWork both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch officeOpen new client accounts, process money movement,...
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Client Services Associate
4 days ago
Buffalo, IL, United States TradeJobsWorkforce Full timeAs a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve customer concerns. document customer interactions and update accounts. proactively...
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Client Services Associate
4 days ago
Buffalo, IL, United States TradeJobsWorkforce Full timeAs a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve customer concerns. document customer interactions and update accounts. proactively...
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Client Services Associate
24 hours ago
Buffalo, IL, United States TradeJobsWorkforce Full timeAs a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve customer concerns. document customer interactions and update accounts. proactively...
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Wealth Management Client Services Associate
4 days ago
Buffalo, United States Bank of America Full timeA leading financial institution is seeking a Client Service Associate in Buffalo. This role focuses on providing support to Financial Advisors and enhancing customer relationships through excellent service. The ideal candidate will have a High School Diploma and strong skills in client management and communication. The position offers a competitive pay range...
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Client Service Associate
3 weeks ago
Buffalo, United States Raymond James Full timeBase pay range $45,000.00/yr - $60,000.00/yr Seniority level Entry level Employment type Full-time Job function Other 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...
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Client Service Associate
4 days ago
Buffalo, United States Raymond James Financial Services Full timeJob 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...
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Client Service Associate
1 week ago
Buffalo, United States Thecentermemphis Full timeJob 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...
