Client Service Associate- St. Louis, MO

2 months ago

Des Moines, United States Raymond James Financial Services Full time

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. 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.

#J-18808-Ljbffr

  • Reliability Engineer

    4 weeks ago

    Des Moines, United States Brothers that just do Gutters- St. Louis, MO Full time

    Our client, a global leader in chemical manufacturing, is seeking a Sr. Reliability Engineer to join their team. This person would be responsible for ensuring the reliability and efficiency of facilities used in the manufacturing process. Requirements: BS in Mechanical, Industrial or Electrical Engineering or other technical degree plus extensive relevant...

  • Clinical Specialist

    4 weeks ago

    Des Moines, United States Calyxo USA Inc Full time

    Calyxo, Inc. is a medical device company headquartered in Pleasanton, California, USA. The company was founded in 2016 to address the profound need for improved kidney stone treatment. Kidney stone disease is a common, painful condition that consumes vast amounts of healthcare resources each year. Our team is led by executives and investors with a proven...

  • Optometrist - MO, St. Louis - 395 - FT - Employed

    2 months ago

    Des Moines, United States Visionworks of America Full time

    Optometrist - MO, St. Louis - 395 - FT - Employed Store 395, St Louis, Missouri, United States of America St Louis, MO, USA Job Description Visionworks Optometrist - Employed Our employed optometrists help make quality eye care accessible and affordable, changing the lives of millions of patients each year. Pay Rate: $50.00/hr to $68.75/hr Opportunity: If...

  • Client Service Associate

    1 month ago

    Des Moines, United States The St. Louis Trust Company Full time

    PROBLEM SOLVERS WANTED | Our motivated, talented team is the secret to our success. We are committed to fostering a highly collaborative environment and ongoing opportunities for learning at all levels. ST. LOUIS TRUST & FAMILY OFFICE works with approximately 60 client families across the country, advising on more than $15 billion of total wealth. We are a...

  • Optometrist Job

    2 months ago

    Des Moines, United States New England College-Optometry Full time

    Optometrist Job – St. Louis, MO – Full time OD opening Primary care practice looking for a medically oriented optometrist full time, including 3 Saturdays per month. See 15 to 25 pts per day with dedicated assistant to work up patients. This practice has state-of-the-art equipment and offers a strong base with incentives and bonus...

  • Staff Pharmacist Fulfillment

    1 month ago

    Des Moines, United States Cigna Health and Life Insurance Company Full time

    Staff Pharmacist Fulfillment - Express Scripts - St. Louis, MO Anticipated schedule: Friday - Monday 8:00AM - 6:30PM POSITION SUMMARY The Fulfillment Staff Pharmacist monitors and assures compliance to State and Federal Rules and Regulations, FDA requirements, manufacturer contractual Adverse Event and Product Complaint clinical requirements and completes...

  • Marketing Analyst

    4 weeks ago

    Des Moines, United States Urgent Care Group Full time

    Description Urgent Care Group (UCG) is a growing healthcare network operating more than 57 urgent care centers in six states. We are focused on growing markets where we can deliver our Mission of fast, friendly, and affordable healthcare. Through acquisition and de novo growth, we are developing new centers by partnering with leading urgent care providers...

  • Seasonal Pest Control Service Professional

    2 months ago

    Des Moines, United States Hawx Pest Control Full time

    Seasonal Pest Control Service Professional - St Louis, MO Hawx Pest Control is a technology-driven company that is revolutionizing the pest management industry. Hawx serves a crucial public health function by using state-of-the-art equipment and environmentally conscious products to protect the people and places our customers love. At Hawx we pride ourselves...

  • Hospitalist Advanced Practice Clinician in St. Peters, MO

    4 weeks ago

    Des Moines, United States TeamHealth Full time

    Hospitalist Advanced Practice Clinician in St. Peters, MO at TeamHealth Job Description TeamHealth has an excellent, full-time opportunity for a physician assistant (PA) or nurse practitioner (NP) to join our hospital medicine (HM) team at Barnes Jewish St. Peters Hospital. We ask that you have a minimum of 2 years of inpatient medicine/hospital medicine...

  • Executive Director of St. Louis

    3 days ago

    Des Moines, Iowa, United States Boys Hope Girls Hope Full time

    Job Opportunity: Executive Director of St. LouisBoys Hope Girls Hope, a leading nonprofit organization, seeks a seasoned executive to lead its St. Louis affiliate. The ideal candidate will possess a strong track record of leadership, fundraising, and board development.Key ResponsibilitiesStrategic Leadership and Governance:Develop and implement strategic...

  • Bilingual Customer Service Representative

    3 weeks ago

    Des Moines, United States CarShield Full time

    Job Category : Customer Service Requisition Number : BILIN001323 Apply now Posted: July 19, 2024 Full-Time Locations Showing 1 location 503 Pearl Drive St. Peters, MO 63376, USA Description CarShield is a Best Place to Work, as voted by Glassdoor and the St. Louis Business Journal. We are growing fast and looking to add key talent to the team. We offer a...

  • Customer Service Representative

    3 weeks ago

    Des Moines, United States CarShield Full time

    Customer Service Representative - St. Peters Job Category : Customer Service Requisition Number : CUSTO001324 Apply now Posted : July 19, 2024 Full-Time Locations Showing 1 location CarShield is a Best Place to Work, as voted by Glassdoor and the St. Louis Business Journal. We are growing fast and looking to add key talent to the team. We offer a competitive...

  • St. Louis Site Finance Lead

    2 months ago

    Des Moines, United States 12639 GSK Consumer Healthcare Singapore Pte. Ltd. Full time

    St. Louis Site Finance Lead Apply locations USA - Missouri - St. Louis Time type: Full time Posted on: Posted 5 Days Ago Job requisition id: 523588 About the role In this key role you will be responsible for the manufacturing site profitability as a key member of the Site Leadership team. You will influence and provide financial thought leadership across...

  • New Hospitalist Position in Metropolitan St. Louis

    3 weeks ago

    Des Moines, United States Doctor's Choice Placement Services, Inc Full time

    New Hospitalist Position in Metropolitan St. Louis Employer is seeking Hospitalists for our newly launched program at the Medical Center. You will enjoy: Block Schedule: 7 on/7 off; work just 24 weeks out of the year! Outstanding Compensation Package with Excellent Base Salary and Production/Quality Bonus Comprehensive Benefits Package Relocation & CME...

  • Retail Lead- St Peters, MO

    1 month ago

    Des Moines, United States Mint Cannabis Co. Full time

    About Us The Mint Dispensary was founded in Arizona in 2016 as a patient-centric, affordable, vertically integrated, state-licensed medical cannabis dispensary. The Mint’s commitment to its core values, patients, and community resulted in the exponential growth of its retail brand. This led to the successful opening of its second Arizona commercial indoor...

  • Client Service Associate

    1 month ago

    Des Moines, United States Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Retail Full Time Sales Lead

    1 month ago

    Des Moines, United States TechStyle Fashion Group Full time

    Retail Full Time Sales Lead page is loaded Retail Full Time Sales Lead Apply locations St. Louis, MO time type Full time posted on Posted 6 Days Ago job requisition id R3625 Job Description Retail Full Time Sales Lead About TechStyleOS TechStyleOS is the globally integrated Operations and Services provider behind some of the fastest growing online fashion...

  • Product Marketing Associate

    2 months ago

    Des Moines, United States American Advertising Federation Full time

    Vanguard Is a privately owned outsourced marketing, sales, and promotions firm based in San St. Louis, MO. We are looking for innovative, team-oriented individuals who enjoy working with others and maintaining relationships with our prestigious clientele. Product Marketing Associates will work closely with other team members to support promotional activities...

  • Hair Stylist

    1 week ago

    Des Peres, Missouri, United States Gateway Clippers DBA Great Clips Full time

    Gateway Clippers DBA Great Clips is seeking talented Hair Stylists, Cosmetologists, and Barbers to join our growing team of 25 locations across the St. Louis area. We offer a unique opportunity for experienced stylists to thrive in a supportive and energetic environment. As part of our team, you'll enjoy a consistent flow of clients, flexible scheduling...

  • Customer Service Representative

    3 weeks ago

    Des Moines, United States Socoinsurance Full time

    Customer Service Representative - State Farm Agent Team Member Full Time in St. Louis, MO ROLE DESCRIPTION : As a Customer Service Representative - State Farm Agent Team Member for Kevin Wingenbach - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as...