Administrative Support Professional
1 month ago
We are seeking a highly skilled Client Service Associate to join our growing team at Raymond James Financial, Inc. in Holland, MI.
About the JobThis is a full-time position that requires effective communication skills, attention to detail, and the ability to work independently as well as part of a dynamic team environment.
The ideal candidate will have experience in customer service, account management, and administrative support. The role involves providing high-quality support to financial advisors, clients, and branch staff members.
Key Responsibilities- Servicing a high volume of daily interactions with clients via phone, email, in-person, and virtual channels
- Processing client financial transactions, financial advisor, and branch office expenses and expense reports
- Maintaining accurate and up-to-date client records and files using CRM software
- Preparing letters, forms, and reports to assist with client servicing and prospecting for new clients
- Assisting financial advisors with marketing efforts and seminars
To be successful in this role, you should have:
- A High School Diploma or equivalent and one (1) or more years of securities industry or related work experience
- Or an equivalent combination of experience, education, and/or training approved by Human Resources
- Effective communication and interpersonal skills
- Strong organizational and time management skills
- Ability to work in a fast-paced environment and meet deadlines
The estimated salary for this position is $45,000-$55,000 per year, depending on experience. We offer a comprehensive benefits package, including health insurance, retirement plan, and paid time off.
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