Client Service Specialist
5 days ago
At Raymond James Financial Incorporated, we're seeking a skilled Registered Client Service Associate to join our team. As a key member of our team, you'll provide exceptional support to financial advisors and their clients, ensuring seamless interactions and outstanding service.
About the RoleThis is a full-time opportunity that offers a competitive salary of $65,000 - $85,000 per annum, depending on experience. Our ideal candidate will have a high school diploma or equivalent and one or more years of securities industry or related work experience. A Series 7 license is required, with additional licenses such as Series 63, 65, and/or 66 also preferred.
Key Responsibilities- Serve as the primary point of contact for daily client interactions, providing quotes, scheduling meetings, and answering inquiries via phone, in-person, virtually, and through mailings.
- Work collaboratively with financial advisors and branch staff to ensure seamless support and service delivery.
- Onboard new clients, open new accounts, and research client and security information using internal databases and technologies.
- Ensure accurate and up-to-date client information and documentation meet firm and industry requirements.
To be successful in this role, you'll need:
- A strong understanding of company policies, managed account platforms, general office practices, investment concepts, and financial markets.
- Proficiency in Client Relationship Management (CRM) software and Excel, including developing spreadsheets and reports.
- Excellent communication and interpersonal skills, with the ability to analyze and research account information.
- An organized and detail-oriented approach to managing multiple tasks and deadlines in a fast-paced environment.
Raymond James Financial Incorporated is a leading financial services company that values integrity, independence, and a conservative, long-term view. We're committed to delivering exceptional service and results to our clients and associates alike.
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