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Client Support Specialist
2 months ago
Position Overview
With over six decades of distinguished service in the Financial Services sector, Raymond James is on the lookout for a proactive Client Support Specialist. This role is ideal for a detail-oriented individual who excels in problem-solving and is eager to contribute to our expanding team.
Key Responsibilities
This pivotal position is responsible for delivering exceptional administrative support to Financial Advisors, as well as to both prospective and existing clients. The successful candidate will:
- Handle a significant volume of daily interactions, addressing inquiries and coordinating meetings with clients through various communication channels.
- Collaborate effectively within a dynamic team environment while also demonstrating the ability to work independently.
- Ensure meticulous processing of client financial transactions and manage financial advisor expenses with precision.
- Facilitate the opening of new client accounts and conduct thorough research using internal databases.
- Maintain compliance by verifying the accuracy of client documentation prior to submission.
- Prepare essential correspondence, forms, and reports to support client servicing and outreach efforts.
- Generate business summary reports and client-specific documentation for financial advisors' review.
- Utilize Client Relationship Management (CRM) software to create and maintain organized records.
- Assist in marketing initiatives, including client-facing events and seminars.
- Participate in ongoing training and professional development to stay informed about industry standards and practices.
- Perform additional duties as assigned.
Qualifications
Knowledge, Skills, and Abilities
The ideal candidate will possess:
- A solid understanding of company policies, mission, and operational strategies.
- Familiarity with general office practices and procedures.
- Insight into investment concepts and the regulatory landscape of the securities industry.
Skills
Proficiency in:
- Client Relationship Management (CRM) software and similar tools.
- Excel for data management and reporting.
- Effective communication across multiple platforms.
Education and Experience
A High School Diploma or equivalent is required, along with at least one year of experience in the securities industry or a related field. Alternatively, a combination of education and experience may be considered.
Raymond James Guiding Principles
At Raymond James, our associates are guided by five core behaviors: Develop, Collaborate, Decide, Deliver, and Improve, all while upholding our commitment to client-first values, integrity, and a long-term perspective.
We expect our associates to:
- Foster professional growth and inspire others.
- Collaborate effectively to achieve desired outcomes.
- Make informed decisions with the client’s best interests in mind.
- Take ownership of their responsibilities and deliver meaningful results.
- Contribute to the ongoing evolution of the firm.
