Client Service Specialist

2 weeks ago

Washington, United States Raymond James Financial Incorporated Full time

Position Overview


With over six decades of esteemed service in the Financial Services sector, Raymond James is in search of a proactive Client Service Specialist. This role demands a detail-oriented individual with strong problem-solving skills to provide essential administrative support to Financial Advisors and their clientele.

The successful candidate will exhibit exceptional communication abilities across various platforms (phone, email, in-person, virtual) and will adeptly manage multiple tasks and priorities in a dynamic, fast-paced environment.


Key Responsibilities

  • Act as the primary contact for a high volume of daily interactions, addressing inquiries, providing quotes, and scheduling meetings with clients through various communication channels.
  • Collaborate effectively within a team to deliver vital support to financial advisors and branch personnel.
  • Facilitate the onboarding of new clients, establish client accounts, and conduct research on client and security data using internal systems.
  • Maintain accurate client information and documentation in compliance with industry standards and regulations.
  • Oversee the transfer of assets, ensuring all components are accurately processed.
  • Track available cash for investment opportunities, including generating weekly reports and engaging clients to optimize returns.
  • Evaluate and respond to corporate actions and client account notifications.
  • Prepare financial documentation, reports, and materials for client consultations.
  • Input orders and assist in portfolio rebalancing for Financial Advisors.
  • Utilize Client Relationship Management (CRM) software to maintain organized records.
  • Support marketing initiatives, including seminars and client-focused events.
  • Engage in ongoing training and professional development to stay informed on industry practices.
  • Perform additional duties as assigned.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

  • Company policies, mission, and operational strategies.
  • Managed account systems.
  • Standard office procedures and practices.
  • Investment principles and practices within the securities sector.
  • Financial markets and regulatory frameworks.
  • Trading terminology.

Skills in

  • Client Relationship Management (CRM) software or similar tools.
  • Goal-setting software.
  • Excel for data management and reporting.
  • Effective communication across various client interaction platforms.

Ability to

  • Operate standard office equipment and software applications for correspondence and reporting.
  • Analyze and research account details.
  • Organize and manage multiple tasks with shifting priorities in a fast-paced environment.
  • Identify urgent items and manage competing priorities.
  • Take initiative and follow up on outstanding items to ensure resolution.
  • Handle high-pressure situations while maintaining exceptional customer service.
  • Analyze issues and propose solutions effectively.
  • Utilize mathematical skills for processing account information.
  • Communicate effectively with all organizational levels, both verbally and in writing.
  • Work independently and collaboratively within a team.
  • Deliver high-quality customer service consistently.

Educational/Experience Requirements

Education/Experience

  • High School Diploma or equivalent, with one or more years of experience in the securities industry or a related field preferred.
  • OR ~
  • An equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications

  • Securities Industry Essentials (SIE) required unless exempt.
  • Series 7 license required.
  • Series 63, 65, and/or 66 as mandated by state regulations.
Raymond James Core Values


At Raymond James, our associates embody five core values (Develop, Collaborate, Decide, Deliver, Improve) to uphold our commitment to client-first service, integrity, independence, and a long-term perspective.

We expect our associates to:

  • Advance professionally and motivate others.
  • Collaborate to achieve desired outcomes.
  • Make informed decisions with client interests at the forefront.
  • Take responsibility for delivering impactful results.
  • Contribute to the ongoing growth of the firm.

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