Part-Time Client Service Associate

1 month ago

Pittsfield, United States Raymond James Financial Services Full time

Job Title:

Part-Time Client Service Associate Location:

Pittsfield, MA 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. 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. Ensures client paperwork and documentation is accurate and correct prior to submission and processing. 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. 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. Ability to Operate standard office equipment and software applications. Analyze and research account information. Organize, manage, and track multiple, detailed tasks and assignments. Identify time-sensitive items and assess competing priorities. Take initiative and proactively follow up on submitted items. Handle stressful situations and provide a high level of customer service. Analyze problems and establish solutions in a fast-paced environment. Use mathematics sufficient to process account and transaction information. Communicate effectively, both orally and in writing, with all organizational levels. Work both independently and as part of a cohesive team. Educational/Previous Experience Requirements

High School Diploma or equivalent and 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. Raymond James Guiding Behaviors 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, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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