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Client Support Professional
2 weeks ago
At Raymond James, we prioritize our associates' growth and development. This role is an opportunity to work with a dynamic team in the securities industry, focusing on client support and relationship management.
Responsibilities:
Key Client Support Duties:
- Serve as the primary point of contact for clients, handling inquiries and providing timely solutions.
- Support financial advisors and branch staff in administrative tasks, ensuring seamless client interactions.
- Onboard new clients, opening accounts, and researching client information using internal databases and tools.
- Maintain accurate records and documentation, adhering to firm and industry requirements.
Asset Management and Transfer:
- Process asset transfers, verifying successful receipt of assets and cost basis.
- Monitor available cash for investment, generating reports and contacting clients to maximize returns.
Client Communication and Reporting:
- Prepare financial reports, spreadsheets, and other materials for client meetings.
- Review and respond to corporate action items and client account alerts.
Qualifications and Requirements:
Associate's degree or equivalent experience in the securities industry preferred. Series 7 license required, with exemptions or grandfathering possible. Series 63, 65, and/or 66 licenses as required by state.