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Client Service Associate

2 months ago

Walnut Creek, California, United States Raymond James Financial Incorporated Full time
Job Summary

Raymond James Financial Incorporated is seeking a skilled Client Service Associate to provide high-quality administrative support to Financial Advisors and their clients. This role requires a detail-oriented and creative problem solver who can effectively communicate across multiple platforms and manage multiple tasks with changing priorities.

Key Responsibilities
  • Provide exceptional client service through phone, email, in-person, and virtual interactions.
  • Support Financial Advisors with administrative tasks, including account openings, research, and tracking.
  • Process documents for insurance purchases, review close outs, distributions, and Roth IRA conversions.
  • Prepare business summary reports and client-specific reporting as needed.
  • Oversee outside account reporting, securities litigation submissions, and insurance renewals.
  • Ensure accurate client paperwork and documentation prior to submission and processing.
  • Assist with marketing efforts, including brochures, website updates, and social media posts.
Requirements
  • High School Diploma or equivalent and a minimum of three years of financial services industry experience.
  • Knowledge of company policies, procedures, and industry regulations.
  • Effective communication and problem-solving skills.
  • Ability to work independently and as part of a team.
Guiding Behaviors

Raymond James associates use five guiding behaviors to deliver on the firm's core values: Develop, Collaborate, Decide, Deliver, and Improve. We expect our associates to grow professionally, work collaboratively, make prompt decisions, take ownership, and contribute to the firm's continuous evolution.