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Client Service Associate

2 months ago

Seattle, Washington, United States Raymond James Financial Full time
Job OverviewWe are seeking a highly skilled Client Service Associate to join our team at Raymond James Financial. As a key member of our independent financial advisor network, you will play a vital role in delivering exceptional personalized customer service and building strong client relationships.Key Responsibilities
  • Deliver exceptional customer service, actively listening to clients' needs and identifying opportunities to deepen and broaden relationships.
  • Drive marketing activities, such as planning and executing events, to promote our services and build brand awareness.
  • Establish and maintain strong client relationships, following up with customers as needed to ensure their needs are met.
Requirements
  • Minimum 3 years of experience in financial services, with a strong background in customer service.
  • Excellent communication skills, with the ability to work effectively with clients and colleagues.
  • Strong ability to work independently and as part of a team, with a focus on delivering results and meeting deadlines.
  • Ability to identify opportunities to create efficiency and improve processes.
  • Proficient in current and new office technology, with a willingness to learn and adapt.
About UsWe are a values-driven organization that prioritizes people over profits. Our goal is to make a positive impact, improving lives and supporting communities. We offer a supportive environment where you can thrive and feel like you belong.