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Client Support Professional

2 weeks ago


Lee's Summit, Missouri, United States Raymond James Full time
Overview:

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.