Experienced Client Support Specialist
2 weeks ago
Position Overview
With a legacy of over 60 years in the Financial Services sector, Raymond James is on the lookout for a proactive Senior Client Service Associate. This role is situated in a dynamic environment where the ideal candidate will demonstrate exceptional attention to detail and innovative problem-solving skills. The position requires providing comprehensive administrative assistance to Financial Advisors and clients across multiple platforms, all while adapting to shifting priorities.
Key Responsibilities
- Act as the main point of contact for numerous daily client interactions, addressing inquiries, delivering quotes, and coordinating meetings.
- Establish and implement best practices for processes such as client onboarding and investment oversight.
- Oversee trading operations, alternative investments, and international accounts.
- Participate actively in client meetings alongside Financial Advisors.
- Support budgeting initiatives and track expenses effectively.
- Create reports aimed at improving operational efficiency and performance metrics.
- Facilitate the onboarding of new clients, manage account openings, and ensure adherence to industry regulations.
- Engage in ongoing training and development to remain informed about industry standards and policies.
- Serve as a mentor to junior colleagues, enhancing team productivity.
- Execute additional responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
- Organizational structure, policies, and investment principles.
- Office protocols, financial markets, and trading language.
- Client Relationship Management software, Excel, and proficient communication.
- Operate office machinery, manage tasks efficiently, analyze data, and deliver outstanding customer service.
- Handle high-pressure situations, prioritize responsibilities, and work autonomously as well as collaboratively.
Educational and Experience Requirements
- High School Diploma with a minimum of five years in financial services.
- OR
An equivalent combination of experience and education as approved by Human Resources.
Licenses and Certifications
- Securities Industry Essentials (SIE), Series 7, Series 63, 65, or 66 as applicable.
- Capability to obtain additional securities and advisory state registrations.
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