Sr. Client Service Associate-Las Vegas, NV

6 months ago

Las Vegas, United States Raymond James Financial Incorporated 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.

•Opens new client accounts, researches client and security information and tracks daily contacts for team using internal databases and other technologies.

•With a high level of organization and attention to detail, processes documents for insurance purchases, review close outs, distributions and Roth IRA conversions, as well as maintenance of 529 accounts for clients and college payments.

•Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.

•Oversees the process of outside account reporting, securities litigation submissions and renewing of insurance and state securities licenses.

•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.

•Creates and maintains records and files utilizing Client Relationship Management (CRM) software.

•Assists Financial Advisors with marketing efforts including brochures, team website updates and posting of LinkedIn articles.

•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 a minimum of three (3) years financial services industry experience.

•OR ~

•An equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications

•None required.

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 outcome

•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

  • Fountain Service Associate

    2 weeks ago

    Las Vegas, Nevada, United States Las Vegas Petroleum Full time

    Job Title: Fountain Service Associate - Las VegasWe are seeking motivated Fountain Workers to join our team at Charlie's, a fast-casual dining option operated by Las Vegas Petroleum.About the Role:This role involves preparing and serving drinks, maintaining cleanliness and organization of the fountain area, and providing excellent customer service. Our ideal...

  • The Venetian Resort Las Vegas | Sr Developer

    1 month ago

    las vegas, United States The Venetian Resort Las Vegas Full time

    ** This Position is on-site, candidates must relocate to Las Vegas, NV**Position OverviewThe primary responsibilities of the Senior Developer – ServiceNow include day-to-day administration, configuration, support, and maintenance of the Service Now platform to align the system with key Information Technology Infrastructure Library (ITIL) processes and...

  • Las Vegas Nightlife Ambassador

    2 weeks ago

    Las Vegas, Nevada, United States Wynn Las Vegas Full time

    Las Vegas Nightlife Ambassador RoleWe are looking for a charismatic and efficient Daylife Club Server to join our team at Wynn Las Vegas. In this role, you will be responsible for providing superior guest service while working efficiently within a team environment.

  • Las Vegas Paiute Tribal Law Enforcement Officer

    1 week ago

    Las Vegas, Nevada, United States Las Vegas Paiute Tribe Full time

    The Las Vegas Paiute Tribe is looking for a dedicated Las Vegas Paiute Tribal Law Enforcement Officer to join their team. This role involves enforcing laws and regulations on the reservation, as well as responding to emergency situations and providing assistance as needed.ResponsibilitiesEnforce Tribal, State, and Federal laws and regulationsRespond to...

  • Membership Financial Counselor

    3 weeks ago

    Las Vegas, United States Adecco Full time

    Job DescriptionJob DescriptionAdecco Healthcare & Life Sciences is hiring a full-time Medicaid/Medicare Financial Representative for one of our clients in the Las Vegas, NV market.*This opportunity requires travel to our client’s various centers in the Las Vegas, NV area. Job Requirements:To be considered for this opportunity, you must have the...

  • Perm - Physician - Neonatology Las Vegas, NV

    4 weeks ago

    Las Vegas, United States MountainView Hospital Full time

    DetailsClient Name MountainView Hospital - AA Job Type Permanent Offering Locums Profession Physicians Specialty Neonatology Job ID 29752768 Job Title Perm - Physician - Neonatology Las Vegas, NV Shift DetailsShift DNR - 12X3 - 07,19 Scheduled Hours 36 Job Order DetailsStart Date 12/23/2024 Job Description Job Title: Neonatologist Physician Job Specialty:...

  • Crew Transport Driver

    2 months ago

    Las Vegas, United States PROFESSIONAL TRANSPORTATION SERVICES INC Full time

    Crew Transport Driver - Las Vegas, NV Job Details Job Location LAS VEGAS - LAS VEGAS, NV Salary Range $13.50 - $15.00 Hourly Crew Transport Driver CREW TRANSPORT DRIVERS WANTED – LAS VEGAS, NV Starting Pay for drivers is $15.00/hr Want to get your career moving in the right direction? We are seeking a self-confident, outgoing, dependable team...

  • Patient Care Specialist

    4 weeks ago

    Las Vegas, Nevada, United States ATC Las Vegas Full time

    **About Us**We're a leading healthcare staffing company in Las Vegas, committed to connecting talented professionals with top facilities. Our goal is to make a difference in patient care by hiring dedicated individuals like you.**Job Overview**This Certified Nursing Assistant (CNA) role at ATC Healthcare Services of Las Vegas involves providing personalized...

  • Las Vegas Hospitality Associate

    6 days ago

    Las Vegas, Nevada, United States Wynn Las Vegas Full time

    Role SummaryThe Hotel Guest Service Professional is responsible for delivering exceptional guest experiences at Wynn Las Vegas.Key ResponsibilitiesManage front desk operations, ensuring efficient check-ins and check-outs.Monitor the front desk phone center, responding to guest inquiries and resolving issues promptly.Coordinate with other departments to...

  • Perm - Physician - Neonatology Las Vegas, NV

    1 month ago

    Las Vegas, United States MountainView Hospital Full time

    DetailsClient Name MountainView Hospital - AA Job Type Permanent Offering Locums Profession Physicians Specialty Neonatology Job ID 27637028 Job Title Perm - Physician - Neonatology Las Vegas, NV Shift DetailsShift DNR - 12X3 - 07,19 Scheduled Hours 36 Job Order DetailsStart Date 12/09/2024 Client DetailsAddress 3100 N Tenaya Way City Las Vegas State NV Zip...

  • Perm - Physician - Neonatology Las Vegas, NV

    1 month ago

    Las Vegas, United States Sunrise Hospital and Medical Center Full time

    DetailsClient Name Sunrise Hospital and Medical Center - AA Job Type Permanent Offering Locums Profession Physicians Specialty Neonatology Job ID 27637035 Job Title Perm - Physician - Neonatology Las Vegas, NV Shift DetailsShift DNR - 12X3 - 07,19 Scheduled Hours 36 Job Order DetailsStart Date 12/09/2024 Client DetailsAddress 3186 S Maryland Pkwy City Las...

  • Perm - Physician - Neonatology Las Vegas, NV

    4 weeks ago

    Las Vegas, United States Summerlin Hospital Medical Ctr Full time

    DetailsClient Name Summerlin Hospital Medical Center - AA Job Type Permanent Offering Locums Profession Physicians Specialty Neonatology Job ID 29561074 Job Title Perm - Physician - Neonatology Las Vegas, NV Shift DetailsShift Day - 12x2 - 07AM Scheduled Hours 24 Job Order DetailsStart Date 12/23/2024 Client DetailsAddress 657 N Town Center Dr City Las Vegas...

  • Travel Technician in Las Vegas, NV

    3 weeks ago

    Las Vegas, United States Marvel Medical Staffing Full time

    Specialty: First Assist Tech Location: Las Vegas, NV Start date: ASAP Duration: 13 weeks Shift type: Days Weekly gross pay: Contact us for more information

  • Executive Chef

    4 weeks ago

    Las Vegas, Nevada, United States Bouchon - Las Vegas Full time

    Bouchon - Las Vegas is a renowned restaurant in the heart of Las Vegas, offering an exceptional dining experience that showcases authentic, seasonally-driven French bistro fare. We are seeking a talented and experienced Chef de Partie to join our culinary brigade.

  • Medical Director Opportunity in Las Vegas, NV

    4 weeks ago

    Las Vegas, Nevada, United States Samuel Contract Staffing LLC Full time

    Job Title: Medical Director Opportunity in Las Vegas, NV About Us: We are a leading provider of staffing solutions to healthcare facilities across the United States. Our team is dedicated to helping our clients find the best talent for their needs. Job Overview: We are seeking a licensed Pathologist to join our team as a Backup Medical Director at one of our...

  • Machine Operator

    1 week ago

    Las Vegas, Nevada, United States Manpower- Las Vegas Full time

    Job Title: Machine Operator - Las VegasJob DescriptionWe are looking for an experienced Machine Operator to join our team in North Las Vegas.The ideal candidate will have a proven track record of operating and maintaining rebar fabrication equipment, including shears, benders, cranes, forklifts, threaders, welders, and more.This role requires the ability to...

  • Las Vegas Bartender

    1 week ago

    Las Vegas, Nevada, United States Rosa Mexicano Las Vegas Full time

    Job OpportunityRosa Mexicano Las Vegas is now hiring an experienced bartender to join our dynamic team! As a key member of our staff, you will provide exceptional customer service, maintain a clean and organized bar area, and contribute to the overall success of our establishment.Salary and BenefitsThe estimated annual salary for this position is around...

  • Host Team Lead

    4 weeks ago

    Las Vegas, Nevada, United States SAHARA Las Vegas Full time

    Job OverviewSAHARA Las Vegas is seeking a highly motivated Host Team Lead to join our dynamic hospitality team. As a key member of our front-of-house operations, you will be responsible for ensuring seamless guest experiences from arrival to departure.Salary & BenefitsWe offer a competitive salary of $45,000 per year, plus benefits including comprehensive...

  • Inside Sales

    5 days ago

    Las Vegas, United States Antaira Technologies Full time

    Company Background:Antaira Technologies is a leading developer and manufacturer that provides high-quality industrial networking and communication product solutions. Since 2005, Antaira has offered a full spectrum of product lines that feature reliable Ethernet infrastructures, extended temperature tolerance, and rugged enclosure designs. Our product lines...

  • Operations Director

    1 month ago

    Las Vegas, Nevada, United States Wynn Las Vegas Full time

    Job SummaryThe Operations Director at Wynn Las Vegas is responsible for overseeing the efficient operation of our high-end lounges, ensuring exceptional customer experiences and maintaining a high level of service standards.