Senior Client Relations Associate
2 weeks ago
Position Overview
With a legacy of over 60 years in the Financial Services sector, Raymond James is on the lookout for a proactive Senior Client Service Associate. This role is based in Newport Beach, CA, and is ideal for individuals who are detail-oriented and possess strong problem-solving skills. The successful candidate will deliver exceptional administrative support to Financial Advisors and clients, navigating a dynamic and fast-paced work environment.
Key Responsibilities
- Act as the main point of contact for numerous daily client interactions, addressing inquiries, providing information, and coordinating meetings.
- Implement standardized procedures for client onboarding and investment oversight.
- Oversee trading operations, alternative investments, and international accounts.
- Contribute to client meetings alongside Financial Advisors.
- Assist in financial planning and expense management.
- Create reports aimed at improving operational efficiency and performance metrics.
- Facilitate the onboarding process for new clients, ensuring compliance with regulatory standards.
- Engage in continuous learning and development to remain informed about industry regulations.
- Provide mentorship to junior staff and enhance team productivity.
- Carry out additional responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
- Organizational structure, policies, and investment principles.
- Office procedures, financial markets, and trading vocabulary.
- Client Relationship Management software, Excel, and effective communication techniques.
- Operate office technology, manage multiple tasks efficiently, analyze data, and deliver outstanding customer service.
- Handle high-pressure situations, prioritize effectively, and work both independently and collaboratively.
Educational and Experience Requirements
- High School Diploma with a minimum of five years in financial services.
- OR
An equivalent combination of education and experience approved by Human Resources.
Licenses and Certifications
- Securities Industry Essentials (SIE), Series 7, Series 63, 65, or 66 as applicable.
- Capability to obtain additional state registrations for securities and advisory services.
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