Financial Services Associate

2 days ago


Huntsville, Alabama, United States Raymond James Financial Services Full time

About Us

Raymond James Financial Services is a leading provider of financial services, with a rich history of over 60 years of excellence in the industry.

Job Summary

We are seeking a dynamic and motivated Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional customer service, building strong relationships with clients, and working closely with financial advisors to deliver tailored solutions.

Key Responsibilities

  • Provide top-notch customer service to clients, responding to their inquiries and resolving issues in a timely and professional manner.
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives, and providing personalized recommendations.
  • Collaborate with financial advisors to develop and implement customized financial plans, ensuring seamless execution and excellent client outcomes.
  • Stay up-to-date on industry trends, regulatory requirements, and product offerings to provide informed guidance to clients.

Requirements

  • High school diploma or equivalent required; associate's or bachelor's degree in a related field preferred.
  • Minimum 1-2 years of experience in a customer-facing role, preferably in the financial services industry.
  • Excellent communication, interpersonal, and problem-solving skills.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.

What We Offer

Raymond James Financial Services offers a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.



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