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Senior Client Service Specialist
2 months ago
Position Overview
With over six decades of esteemed service in the Financial Services sector, Raymond James is on the lookout for a proactive and detail-oriented Senior Client Service Associate. This pivotal role is designed for a creative problem solver who thrives in a dynamic environment.
Key Responsibilities
This role is crucial in delivering exceptional administrative support to Financial Advisors, as well as to both prospective and existing clients. The successful candidate will:
- Act as the primary contact for a high volume of daily interactions, addressing inquiries, providing quotes, and scheduling meetings with clients through various communication channels.
- Assist in standardizing best practices for activities such as client onboarding and investment monitoring.
- Engage in trading activities, model maintenance, and performance tracking.
- Manage alternative investments and foreign accounts, ensuring proper setup and maintenance.
- Participate in client meetings alongside Financial Advisors.
- Oversee budgeting and expense tracking for Financial Advisors.
- Generate reports to enhance practice efficiencies and identify key performance metrics.
- Facilitate the onboarding of new clients and manage account openings while conducting thorough research using internal systems.
- Ensure compliance with firm and industry standards regarding client information and documentation.
- Work independently and collaboratively within a team to provide essential support.
- Assist in marketing initiatives, including seminars and client events.
- Engage in ongoing training and professional development to stay updated on industry practices.
- Serve as a mentor to junior team members, optimizing team workflow and operational efficiencies.
- Perform additional duties as assigned.
Qualifications
Knowledge, Skills, and Abilities
The ideal candidate will possess:
- Understanding of the company's structure, policies, and strategies.
- Familiarity with managed account platforms and general office practices.
- Comprehensive knowledge of investment concepts and industry regulations.
- Proficiency in Client Relationship Management (CRM) software and Excel.
Education and Experience
Applicants should have:
- A High School Diploma or equivalent, along with five years of experience in the financial services industry.
- Relevant licenses such as SIE, Series 7, and any state-required registrations.
At Raymond James, we uphold five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to reflect our core values of client-first service, integrity, and a long-term perspective.
