Financial Services Associate

3 days ago


Seattle, Washington, United States Raymond James Financial Full time
Job Summary

We are seeking a highly motivated and experienced Client Service Associate to join our team at Raymond James Financial. As a key member of our independent financial advisor network, you will be responsible for delivering exceptional personalized customer service and building strong client relationships.

Key Responsibilities
  • Provide exceptional customer service to clients, responding to their needs and concerns in a timely and professional manner.
  • Actively listen to clients to identify opportunities to deepen and broaden their relationships with our firm.
  • Develop and implement marketing strategies to drive business growth and increase client engagement.
  • Collaborate with cross-functional teams to achieve business objectives and improve client outcomes.
Requirements
  • Minimum 3 years of experience in financial services, with a strong background in customer service and relationship building.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and other stakeholders.
  • Strong analytical and problem-solving skills, with the ability to identify opportunities and develop solutions.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines while maintaining a high level of accuracy and attention to detail.
What We Offer

As a Client Service Associate at Raymond James Financial, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional client service and building strong relationships. We offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.



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