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Senior Client Service Specialist

2 months ago

Tampa, Florida, United States Raymond James Financial Incorporated Full time
Job 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, possessing strong communication abilities and 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 effective management of tasks with shifting priorities in a fast-paced setting.

Key Responsibilities
  • Manage a substantial volume of daily client interactions, addressing inquiries, scheduling appointments, and providing necessary information.
  • Establish standardized best practices for activities such as client onboarding and investment oversight.
  • Support trading activities, model maintenance, and performance evaluation.
  • Oversee alternative investments, international accounts, and client setup processes.
  • Engage in client meetings alongside Financial Advisors.
  • Monitor and manage expenses incurred by Financial Advisors.
  • Create reports aimed at enhancing practice efficiency and implementing strategies for team performance improvement.
  • Facilitate the onboarding of new clients, account openings, and conduct research on client information.
  • Ensure adherence to industry regulations and organizational standards.
  • Work autonomously and collaboratively to support Financial Advisors effectively.
  • Assist in marketing efforts, seminars, and client-related events.
  • Participate in training and development initiatives to remain informed about industry policies.
  • Act as a mentor to junior team members, contributing to enhanced operational efficiency.
  • Perform additional duties as assigned.
Qualifications Knowledge, Skills, and Abilities
  • Understanding of the company's structure, policies, and industry strategies.
  • Familiarity with office practices, procedures, and investment concepts.
  • Knowledge of financial markets, products, and trading terminology.
Skills
  • Proficiency in Client Relationship Management (CRM) software and goal-setting tools.
  • Experience using Excel for reporting and communication across various platforms.
Abilities
  • Capable of operating office equipment and software applications.
  • Adept at analyzing and researching account information.
  • Skilled in managing multiple tasks with changing priorities in a fast-paced environment.
  • Effective communicator with a commitment to providing exceptional customer service.
Educational and Experience Requirements
  • High School Diploma with a minimum of 5 years of experience in financial services.
  • Alternatively, an equivalent combination of experience and education as approved by Human Resources.
Licenses and Certifications
  • Possession of SIE, Series 7, and any additional state registrations as required.

At Raymond James, we uphold five guiding behaviors (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 ongoing evolution.