Client Service Associate
4 weeks ago
Job Summary
We are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Raymond James Financial Services. This role is responsible for providing high-quality administrative support to our Financial Advisors and their clients.
Key Responsibilities
- Provide exceptional customer service to clients and Financial Advisors
- Manage and track multiple tasks and assignments with changing priorities and deadlines
- Process client financial transactions and financial advisor and branch office expenses
- Open new client accounts and research client and security information
- Prepare letters, forms, and reports to assist with client servicing and prospecting
- Assist Financial Advisors with marketing efforts and client-facing events
Requirements
- High School Diploma or equivalent and one year of securities industry or related work experience
- Effective communication and organizational skills
- Ability to work in a fast-paced environment and prioritize tasks
About Us
Raymond James Financial Services is a leading financial services company with a rich history of service and excellence. We offer a dynamic and supportive work environment and opportunities for professional growth and development.
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