Client Service Associate
5 hours ago
At Raymond James Financial Services, we are seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in providing exceptional support to our Financial Advisors and their clients.
Key Responsibilities:- Provide high-quality administrative support to Financial Advisors and their clients, including scheduling meetings, processing transactions, and maintaining accurate records.
- Work closely with Financial Advisors to identify and resolve client issues, ensuring timely and effective resolution.
- Develop and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.
- Assist with marketing efforts, including seminars and other client-facing events, to promote our services and build relationships with potential clients.
- Perform other duties as assigned, including data entry, report preparation, and special projects.
- High School Diploma or equivalent and one (1) or more years of securities industry or related work experience preferred.
- OR an equivalent combination of experience, education, and/or training as approved by Human Resources.
At Raymond James, our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence, and a conservative, long-term view. We expect our associates at all levels to:
- Grow professionally and inspire others to do the same.
- Work with and through others to achieve desired outcomes.
- Make prompt, pragmatic choices and act with the client in mind.
- Take ownership and hold themselves and others accountable for delivering results that matter.
- Contribute to the continuous evolution of the firm.
We are an equal opportunity employer and make all employment decisions on the basis of merit and business needs. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
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