Business Operations Associate

1 week ago


Reston, Virginia, United States Raymond James Financial Incorporated Full time
Job Details
We are seeking an experienced Client Service Associate to join our team at Raymond James Financial Incorporated. In this role, you will provide exceptional administrative support to our financial advisors and clients, handling high-volume interactions and maintaining accurate records.

Key Responsibilities:
• Provide timely and professional service to clients via phone, email, and in-person.
• Assist financial advisors with tasks such as scheduling meetings, opening new accounts, and researching client information.
• Process financial transactions, expenses, and expense reports with accuracy and attention to detail.
• Collaborate with the financial advisor's team to ensure seamless delivery of services.

Requirements:
• High school diploma or equivalent required; one year of securities industry experience preferred.
• Proficiency in Client Relationship Management (CRM) software and Microsoft Excel.
• Excellent communication and organizational skills, with the ability to work in a fast-paced environment.

Estimated Salary: $55,000 - $65,000 per year, depending on location and experience.

About Us:
Raymond James Financial Incorporated is a leading financial services company committed to delivering exceptional service and expertise to our clients. We offer a dynamic work environment, opportunities for growth and development, and a competitive compensation package.

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