Client Engagement Specialist

Job Overview:Client Engagement Specialist

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Engagement Specialist who is motivated, detail-oriented, and a creative problem solver to join our growing team. This essential role provides high-quality, high-touch administrative support to Financial Advisors, their prospective and existing clients, and other branch staff team members.

Key obligations and roles:

• Undertakes a significant number of daily interactions by handling simple inquiries and organizing meetings with potential and current clients through phone calls, in-person interactions, online channels, and postal communications.
• Delivers important support to Financial Advisors and team members in branch offices, showing adaptability to work independently or collaboratively.
• Conducts the necessary financial transactions for clients and accurately records advisor/branch expenses while ensuring exceptional organizational standards.
• Initiates the setup of fresh client profiles and examines both client and security data through internal databases and other technological means.
• Verifies that client paperwork and documentation adhere to the firm's and industry standards before being submitted, and then confirms their accuracy. Afterwards, ensures that all necessary documents are properly filled out and submitted on time.
• Creates written materials such as letters, paperwork, and analyses to facilitate client maintenance and acquisition.
• Compiles brief synopses of business summaries and tailored reports for advisor assessment.
• Manages the creation and upkeep of records and documents by implementing Client Relationship Management (CRM) software.
• Assists financial advisors in marketing by coordinating seminars and events tailored to client interaction.
• Is empowered to place orders at the behest of the Financial Advisor.
• Participates in training sessions, cross-training programs, and professional development opportunities to stay informed about firm and industry policies.
• Undertakes other responsibilities as designated.

Knowledge Of:

• The design, policies, aim, and methods of an organization.
• Usual practices, methods, and procedures adhered to in office settings.
• Principles, methodologies, and practices governing investments within the securities industry.
• The theme centers on financial markets, the wide range of financial instruments, and the regulatory measures in place within the industry.

Skills In:

• Client Relationship Management (CRM) software is designed for managing interactions and relationships with customers, while contact management software serves a similar purpose in handling communication contacts.
• Excel is a popular tool utilized for spreadsheet development and generating reports to present data in an organized and visually appealing manner.
• Effectively conveying messages through various channels such as in-person interactions, virtual platforms, phone calls, and written communication.
• Utilizing regular office equipment and required software applications.
• Evaluating and probing account information.
• Dealing with a range of responsibilities that have shifting priorities in a fast-paced scenario.
• Spotting time-critical matters and determining the hierarchy of competing demands.
• Following up in a proactive manner is vital to achieving a resolution for errors or concerns.
• Demonstrating grace under pressure by maintaining professionalism and delivering outstanding customer service during stressful times.
• Efficient solution-building is essential for addressing problems promptly and achieving optimal outcomes.
• Using mathematical computations for managing account and transaction records.
• Fostering strong communication practices that reach all levels of an organization is crucial for building trust and teamwork.
• Executing tasks independently and in partnership with others within a team context.

Ability To:

• Work individually and as a cohesive unit with others.
• Deliver a continuously exceptional level of customer care.

Description of educational qualifications and professional history:

A high school diploma or its equivalent is a prerequisite. Individuals with one or more years of experience in the securities industry or a related area are preferred. Alternatively, a combination of experience, education, and/or training approved by HR is acceptable.

About the Company:

Raymond James associates utilize five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to embody the company's core values rooted in prioritizing clients, maintaining integrity, fostering independence, and adopting a cautious, lasting outlook.

We require individuals at all organizational levels to progress in their professional growth, collaborate efficiently, make client-centered decisions thoughtfully, take ownership of their achievements, and be actively involved in the firms continuous advancement.

The ethos at Raymond James is centered on establishing a culture that places importance on individuals, respecting and honoring the diversity, experiences, and backgrounds of all employees. As an equal opportunity employer, the company bases its hiring decisions on merit and business needs.

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