Current jobs related to Client Service Associate- Holland, MI - Holland - Raymond James Financial Incorporated

  • Assembly Specialist

    7 days ago

    Holland, Michigan, United States Haworth Full time

    Company OverviewHaworth is a global leader in office furniture and architectural interiors, offering a dynamic work environment that values innovation, inspiration, and continuous learning. As a valued member of our team, you can make a meaningful impact and reach your full potential within a culture of connectivity.BenefitsCompetitive medical, dental, and...

  • Urology Physician

    2 weeks ago

    Holland, Michigan, United States Goldfish Medical Staffing Full time

    Job Title: Urology PhysicianJob Type: Full-timeCompany: Goldfish Medical StaffingLocation: Holland, MIAbout Us: Goldfish Medical Staffing is a leading healthcare staffing agency dedicated to providing top-notch medical professionals to hospitals and clinics across the country.Job Summary: We are seeking an experienced Urology Physician to join our team at a...

  • Finance Intern

    1 month ago

    Holland, United States Haworth, Inc. Full time

    Company OverviewWhen you feel connected to your work, you feel more engaged. At Haworth, you can pursue a career that offers you ample opportunity to build your portfolio and expand your skillset in an exciting and inclusive environment. Join a company that values innovation, inspiration, and you!HAWORTH is a global leader in office furniture and...

  • Assembly Technician

    1 week ago

    Holland, Michigan, United States Haworth Full time

    About the Role We are seeking a skilled Assembler to join our team in Holland, MI. As an Assembler, you will play a crucial role in assembling frames and other large lounge units to meet Haworth's quality specifications.Key Responsibilities:Reference production orders, build sheets, or work orders to assemble frames and other large lounge units per...

  • Assembly Specialist

    1 week ago

    Holland, Michigan, United States Haworth Full time

    About Haworth Haworth is a global leader in office furniture and architectural interiors, committed to innovation, inspiration, and employee growth. Our company values include listening to customers, relying on employees, honoring integrity, embracing continuous learning, leading with design, creating value, and working to make the world better.Benefits of...

  • Assembly Technician

    2 days ago

    Holland, Michigan, United States Haworth Full time

    Company OverviewHaworth is a global leader in office furniture and architectural interiors, offering a dynamic and inclusive work environment where you can build your portfolio and expand your skillset. Our company values innovation, inspiration, and our members, providing a culture of connectivity that fosters growth and development.BenefitsCompetitive...

  • Laborer - Holland, MI

    2 weeks ago

    Holland, Michigan, United States Tradesmen International, Inc. Full time

    Job Summary:Tradesmen International, Inc. is seeking experienced Laborers to join our team in Holland, MI. As a Laborer, you will play a crucial role in supporting our construction projects by performing various tasks and assisting skilled craftsmen.Key Responsibilities:Perform manual labor tasks, including moving dirt and using shovelsAssist skilled...

  • Finance Intern

    1 month ago

    Holland, United States Haworth Full time

    Company Overview When you feel connected to your work, you feel more engaged. At Haworth, you can pursue a career that offers you ample opportunity to build your portfolio and expand your skillset in an exciting and inclusive environment. Join a company that values innovation, inspiration, and you! HAWORTH is a global leader in office furniture and...

  • Utility Worker

    2 weeks ago

    Holland, Michigan, United States Manpower Group Inc. Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Utility Worker to join our team at Manpower Group Inc. in Holland, MI.Key ResponsibilitiesClean and maintain the interior and exterior of vehicles, including buses.Keep the garage area organized and clean, ensuring a safe and efficient work environment.Fuel buses as needed and fill DEF tanks as...

  • Restaurant AGM

    4 months ago

    Holland, United States HHB Restaurant Recruiting Full time

    Job DescriptionJob DescriptionAre you a hardworking, service minded leader with a real passion for the hospitality industry?Are you looking to take a step towards building your restaurant manager career, instead of just working a job?We need extraordinary leaders like you to apply for this quick service Assistant General Management position in Holland, MIAs...

  • LPN/LVN Private Duty Nursing

    2 months ago

    Holland, United States Maxim Healthcare Service Full time

    Private duty nursing (PDN) allows medically fragile patients to receive quality, skilled nursing care in the comfort of their home: a setting preferred by most patients and their families. City State Zip Modality Skills Days Shift Estimated Pay Range Holland MI 49422 RN/LPN Adult - T/V 7 Days / week 3rd shift RN - $50 LPN - $40 Additional Openings on...

  • LPN/LVN Private Duty Nursing

    4 months ago

    Holland, United States Maxim Healthcare Service Full time

    Private duty nursing (PDN) allows medically fragile patients to receive quality, skilled nursing care in the comfort of their home: a setting preferred by most patients and their families. City State Zip Modality Skills Days Shift Estimated Pay Range Holland MI 49422 RN/LPN Adult - T/V 7 Days / week 3rd shift RN - $50 LPN...

  • Evening Environmental Services Associate

    4 weeks ago

    Holland, Michigan, United States Holland Hospital Full time

    Current Employees of Holland Hospital:Please utilize the Find Jobs feature within your Workday employee account to apply.The Environmental Services Associate operates under the general oversight of the Environmental Services Group Leader, ensuring the thorough cleaning and sanitization of both patient and non-patient areas. This role includes preparing rooms...

  • Assembler - Weekend Shift - Holland, MI

    5 days ago

    Holland, Michigan, United States Haworth Full time

    Company OverviewHaworth is a global leader in office furniture and architectural interiors. We're committed to innovation, inspiration, and making the world a better place. Our team is passionate about delivering exceptional products and experiences that exceed our customers' expectations.Job OverviewWe're seeking an Assembler to join our team in Holland,...

  • Expo (Food Runner) - Holland Brewpub

    3 months ago

    Holland, United States New Holland Brewing Full time

    EXPOWhat's an Expo??!! Organizing tickets. Finishing plates. Running food to guests. This is a part time hourly position, starting at $10.33 per hour with tipsJoin the team at the original New Holland Brewpub in downtown Holland. Work with a great team, make GREAT MONEY, enjoy great perks ($1 beers anyone???) Friday - Saturday - Sunday availability a...

  • Expo (Food Runner) - Holland Brewpub

    4 weeks ago

    Holland, United States New Holland Brewing Full time

    EXPO What's an Expo??!!Organizing tickets.Finishing plates.Running food to guests.This is a part time hourly position, starting at $10.33 per hour with tipsJoin the team at the original New Holland Brewpub in downtown Holland. Work with a great team, make GREAT MONEY, enjoy great perks ($1 beers anyone???) Friday - Saturday - Sunday availability a must.What...

  • Experienced Bartender at New Holland Brewpub

    4 weeks ago

    Holland, Michigan, United States New Holland Brewing Full time

    BARTENDER POSITION Become a part of the dynamic team at New Holland Brewpub, where we pride ourselves on exceptional service and a vibrant atmosphere. We are seeking individuals with prior experience in high-volume bartending. Availability on weekends is essential. What We Provide: A progressive and expanding company within the brewing industry.A strong...

  • Assembler - 1st Shift - Holland, MI

    1 week ago

    Holland, United States Haworth, Inc. Full time

    Company OverviewWhen you feel connected to your work, you feel more engaged. At Haworth, you can pursue a career that offers you ample opportunity to build your portfolio and expand your skillset in an exciting and inclusive environment. Join a company that values innovation, inspiration, and you! HAWORTH is a global leader in office furniture and...

  • Baker Tim Hortons of Holland Holland, MI

    2 weeks ago

    Holland, Michigan, United States Quality Wash Full time

    Job Summary:We are seeking a highly motivated and detail-oriented Baker to join our team at Tim Hortons in Holland, MI. As a Baker, you will be responsible for preparing and baking a variety of fresh goods for our guests.Key Responsibilities:Prepare and bake a variety of fresh goods, including bread, pastries, and other baked itemsEnsure that all baked goods...

  • Licensed Practical Nurse

    2 weeks ago

    Holland, Michigan, United States Medilodge of Holland Full time

    Job SummaryMedilodge of Holland is seeking a skilled Licensed Practical Nurse to join our team. As a LPN, you will play a vital role in providing high-quality patient care and contributing to the overall success of our healthcare facility.Key ResponsibilitiesCoordinate and Provide Nursing Care: Coordinate and provide nursing care for residents, ensuring...

Client Service Associate- Holland, MI

4 months ago

Holland, 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.

• 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

  • SIE, Series 7, Series 63, 65 and/or 66 preferred, or ability to obtain with 6 months.


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