Portfolio Support Representative

1 month ago


Charlotte, North Carolina, United States Raymond James Financial Incorporated Full time
Job Summary

We're seeking a highly skilled Financial Associate Coordinator to join our team at Raymond James Financial Incorporated. This is a full-time opportunity that offers a competitive salary of $70,000 - $90,000 per year, depending on experience. In this role, you'll provide critical support to financial advisors and their clients, ensuring seamless interactions and outstanding service.

About the Role

This is an excellent opportunity for someone who is passionate about delivering exceptional service and building strong relationships with clients. You'll work closely with our financial advisors and branch staff to ensure seamless support and service delivery.

Key Responsibilities
  • Serve as the primary point of contact for daily client interactions, providing quotes, scheduling meetings, and answering inquiries via phone, in-person, virtually, and through mailings.
  • Onboard new clients, open new accounts, and research client and security information using internal databases and technologies.
  • Ensure accurate and up-to-date client information and documentation meet firm and industry requirements.
Required Skills and Qualifications

To be successful in this role, you'll need:

  • A strong understanding of company policies, managed account platforms, general office practices, investment concepts, and financial markets.
  • Proficiency in Client Relationship Management (CRM) software and Excel, including developing spreadsheets and reports.
  • Excellent communication and interpersonal skills, with the ability to analyze and research account information.
  • An organized and detail-oriented approach to managing multiple tasks and deadlines in a fast-paced environment.
About Us

Raymond James Financial Incorporated is a leading financial services company that values integrity, independence, and a conservative, long-term view. We're committed to delivering exceptional service and results to our clients and associates alike.



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