Client Service Associate

4 weeks ago


Fort Myers, Florida, United States Raymond James Financial Services Full time

Job Description

Responsibilities:

  • Provide concierge-level customer service to our clients

  • New account onboarding

  • Money movement (transfers, redemptions/distributions, contributions)

  • Processes beneficiary changes

  • Review and or place trades

  • Collect information and process insurance applications

  • Answer inbound phone calls

Knowledge, Skills & Abilities:

  • Excellent interpersonal skills

  • Excellent attitude and an extraordinary client service orientation

  • A genuine interest in serving and caring for other people

  • Excellent organizational and time management skills

  • An ability to handle multiple tasks and operate in tight deadlines

  • Proficient use of Microsoft Office Word, and Excel

  • Ability to quickly adapt to proprietary computer systems and applications

  • 3 – 5 years of experience in processing securities typically gained by working for a brokerage firm, trust company, financial planner, or bank

Preferred:

  • FINRA Series 7, 63 & 65

  • Insurance licenses

Uhler Vertich White Advisors and its employees are independent contractors with respect to Raymond James ; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.

Education

High School (HS) (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

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.

#LI-LS1



  • Fort Myers, Florida, United States TalentWealth Full time

    TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisory practice with @$500M AUM in Fort Myers, FL is hiring a Client Service Associate to their growing team. The Client Service Associate is a very visible member of the team. With responsibility for delivering...


  • Fort Myers, Florida, United States Raymond James Financial Services Full time

    Job DescriptionResponsibilities:• 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...


  • Fort Myers, Florida, United States BM Conect Full time

    Job Description Job Description At Battle Marketing & Management, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Communications and Customer Service Team. Their determined efforts to provide our clients with excellent customer service...


  • Fort Myers, Florida, United States Advantage Retirement Group Full time

    We're looking for a highly skilled Client Service Administrator to join our team at Advantage Retirement Group. As a key member of our team, you'll be responsible for providing exceptional support to our financial advisors and delivering outstanding client experiences.The ideal candidate will have a proven track record of providing excellent client service,...


  • Fort Myers, Florida, United States Advantage Retirement Group Full time

    Client Service AdministratorAre you looking for an opportunity to utilize superior client service skills and work one-on-one with client's daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to youAdvantage Retirement Group in Fort Myers, FL is a rapidly...


  • Fort Myers, Florida, United States Advantage Retirement Group Full time

    Client Service Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client's daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you Advantage Retirement Group in Fort Myers, FL is a...


  • Fort Myers, Florida, United States Gartner Full time

    About the role:The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client's business priorities, breakdown challenges, and identify the most effective ways to support the client in making the right...


  • Fort Myers, Florida, United States Gartner Full time

    About the role:The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client's business priorities, breakdown challenges, and identify the most effective ways to support the client in making the right...


  • Fort Lauderdale, Florida, United States Epiq Full time

    As a Client Service Associate, you will play a critical role in delivering exceptional client experiences through effective communication, problem-solving, and administrative support. In this fast-paced environment, you will work closely with staff to manage front office operations, support administrative tasks, and provide top-notch service to clients.The...


  • Fort Myers, Florida, United States Domino's Pizza LLC Full time

    About Our StoreOur store is a fast-paced and dynamic environment where you'll have the opportunity to work with a diverse group of customers and colleagues. As a Customer Service Rep, you'll play a critical role in delivering an exceptional customer experience and contributing to the success of our store.Your Key ResponsibilitiesYou will be responsible...


  • Fort Myers, Florida, United States National Veterinary Associates Full time

    Job DescriptionBest Friends Animal Hospital is looking for a full-time or part-time client service representative with the skills, drive, and desire to take your career to the next step. Qualified candidates will have flexibility availability Monday - Saturday, at least 1 year of experience as a veterinary client service representative. This role is a...


  • Fort Myers, Florida, United States National Veterinary Associates Full time

    Job DescriptionBest Friends Animal Hospital is looking for a full-time or part-time client service representative with the skills, drive, and desire to take your career to the next step. Qualified candidates will have flexibility availability Monday - Saturday, at least 1 year of experience as a veterinary client service representative. This role is a...


  • Fort Myers, Florida, United States National Veterinary Associates Full time

    Job DescriptionBest Friends Animal Hospital is looking for a full-time or part-time client service representative with the skills, drive, and desire to take your career to the next step. Qualified candidates will have flexibility availability Monday - Saturday, at least 1 year of experience as a veterinary client service representative. This role is a...


  • Fort Myers, Florida, United States Advantage Retirement Group Full time

    As a Client Service Administrator at Advantage Retirement Group, you'll play a vital role in supporting our financial advisors and delivering exceptional client experiences. If you're a highly organized and communicative individual with a passion for client service, we'd love to hear from you!In this role, you'll be responsible for managing client...


  • Fort Lauderdale, Florida, United States Griswold Home Care Full time

    Griswold Home Care is seeking a detail-oriented and organized Client Services Associate to join our team. This role will provide administrative support to our client services team and contribute to process improvements and quality initiatives.**Responsibilities:**The successful candidate will be responsible for:Managing client records and data...


  • Fort Myers, Florida, United States Carollo Engineers Inc Full time

    OverviewCarollo Engineers is an internationally recognized environmental engineering firm that specializes in the planning, design, and construction of water and wastewater facilities. We are seeking a Client Service Manager to win and manage engineering work in the Tampa Bay region of Florida. In this client-facing role, you will be instrumental in building...


  • Fort Myers, Florida, United States National Veterinary Associates Full time

    Best Friends Animal Hospital is looking for a full-time or part-time client service representative with the skills, drive, and desire to take your career to the next step. Qualified candidates will have flexibility availability Monday - Saturday, at Client Service, Representative, Hospital, Public Health, Retail, Animal, Benefits


  • Fort Myers, Florida, United States National Veterinary Associates Full time

    Best Friends Animal Hospital is looking for a full-time or part-time client service representative with the skills, drive, and desire to take your career to the next step. Qualified candidates will have flexibility availability Monday - Saturday, atClient Service, Representative, Hospital, Public Health, Retail, Animal, Benefits


  • Fort Myers, Florida, United States Carollo Engineers Inc Full time

    Job SummaryWe are seeking an experienced Client Services Manager to join our team in the Tampa Bay region of Florida. This role involves building and maintaining strong relationships with clients, facilitating project planning and execution, and contributing to business development initiatives in the water industry.The successful candidate will have a proven...


  • Fort Myers, Florida, United States Service Corporation International Part time

    Our associates celebrate lives. We celebrate our associates. Consider the possibilities of joining a Great Place to Work Provides clerical and administrative assistance supporting funeral operations. Other general duties include meeting the general public, answering questions and providing information on funeral and cremation information and other related...