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Financial Services Coordinator

2 months ago

Virginia Beach, Virginia, United States Raymond James Full time
Job Overview

With over 60 years of esteemed service in the Financial Services sector, Raymond James is on the lookout for a proactive Client Relations Specialist. This role is ideal for a detail-oriented individual who excels in problem-solving and is eager to contribute to our dedicated team.

This pivotal position is responsible for delivering exceptional administrative support to Financial Advisors, their clients, and branch personnel.

The perfect candidate will possess strong communication skills across various channels (phone, email, in-person, virtual) and demonstrate the ability to organize, manage, and prioritize multiple tasks and assignments in a dynamic, fast-paced environment.

Key Responsibilities


Manage a high volume of daily interactions, addressing inquiries and scheduling meetings with both prospective and existing clients through various communication methods.

Collaborate effectively within a team while also working independently to provide essential support to financial advisors and branch operations.

With meticulous attention to detail, process client financial transactions and manage financial advisor and branch office expenses.

Open new client accounts and conduct research on client and security information utilizing internal databases and technology.

Ensure that client documentation is accurate and compliant with firm and industry standards prior to submission.

Follow up to confirm the accurate completion of all tasks.

Prepare letters, forms, and reports to assist in servicing current clients and attracting new ones.

Generate various business summary reports and client-specific documentation for financial advisor review.

Utilize Client Relationship Management (CRM) software to create and maintain records and files.

Support Financial Advisors in marketing initiatives, including seminars and client-facing events.

May enter orders as directed by the Financial Advisor.

Engage in training and professional development opportunities to stay informed on firm and industry policies.

Perform additional duties as assigned.

Qualifications


Knowledge of:

  • Company structure, policies, mission, and strategies.
  • General office practices and procedures.
  • Investment concepts and practices in the securities industry.
  • Financial markets, products, and regulations.

Skills in:

  • Client Relationship Management (CRM) software or similar systems.
  • Excel, including the ability to create and manage spreadsheets.
  • Effective communication across various client interaction platforms.

Ability to:

  • Operate standard office equipment and utilize software for correspondence, reports, and databases.
  • Analyze and research account information.
  • Organize and manage multiple tasks with changing priorities in a fast-paced environment.
  • Identify urgent items and evaluate competing priorities.
  • Proactively follow up on tasks to ensure completion and resolve any issues.
  • Handle stressful situations while maintaining a high level of customer service.
  • Communicate effectively with all organizational levels, both verbally and in writing.
  • Work independently and collaboratively within a team.

Educational Requirements
High School Diploma or equivalent, with one or more years of experience in the securities industry or a related field preferred. An equivalent combination of experience, education, and training may also be considered.

At Raymond James, we encourage our associates to embody our core values of client-first, integrity, independence, and a long-term perspective.

We value the unique experiences and backgrounds of all our associates, fostering a culture where everyone can thrive.