Senior Client Service Associate

1 week ago

Tampa, Florida, United States Raymond James Financial Incorporated Full time
Position Overview

With over six decades of expertise and a reputation for excellence in the Financial Services sector, Raymond James Financial Incorporated is seeking a Senior Registered Client Service Associate. The successful candidate will be a meticulous problem solver with exceptional communication abilities, adept at managing multiple responsibilities in a dynamic environment.

This position entails delivering administrative assistance to Financial Advisors and clients through various communication channels, including phone, email, and face-to-face interactions. The role requires adaptability to shifting priorities while maintaining efficiency in a fast-paced setting.

Key Responsibilities
  • Manage a substantial volume of daily client interactions, addressing inquiries, scheduling appointments, and providing estimates.
  • Establish standardized best practices for client onboarding and investment oversight.
  • Support trading activities, model upkeep, and performance evaluation.
  • Oversee alternative investments, international accounts, and client setup processes.
  • Engage in client meetings alongside Financial Advisors.
  • Monitor and manage Financial Advisor expenditures.
  • Create reports aimed at enhancing practice efficiency and implementing strategies for team performance improvement.
  • Facilitate the onboarding of new clients, account openings, and research client data.
  • Ensure adherence to industry regulations and organizational requirements.
  • Work autonomously and collaboratively to provide effective support to Financial Advisors.
  • Assist in marketing efforts, seminars, and client events.
  • Participate in training and development initiatives to remain informed about industry standards.
  • Act as a mentor to junior team members, fostering operational efficiency within the team.
  • Execute other assigned responsibilities as necessary.
Qualifications Knowledge, Skills, and Abilities
  • Understanding of the company's structure, policies, and industry strategies.
  • Familiarity with office practices, procedures, and investment principles.
  • Knowledge of financial markets, products, and trading terminology.
Skills
  • Proficiency in Client Relationship Management (CRM) software and goal-setting tools.
  • Expertise in using Excel for reporting and communication across diverse platforms.
Abilities
  • Operate office equipment and software applications effectively.
  • Analyze and investigate account information proficiently.
  • Handle multiple tasks with shifting priorities in a fast-paced environment.
  • Communicate clearly and deliver outstanding customer service.
Educational and Experience Requirements
  • High School Diploma with a minimum of 5 years in financial services.
  • OR an equivalent combination of experience and education as approved by Human Resources.
Licenses and Certifications
  • Securities Industry Essentials (SIE), Series 7, and any additional state registrations as required.

At Raymond James, we uphold five guiding principles (Develop, Collaborate, Decide, Deliver, Improve) to reinforce our core values of integrity and a client-first approach. We expect all associates to pursue professional growth, collaborate effectively, make timely decisions, take ownership, and contribute to the firm's advancement.

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