Client Relationship Executive

Job Description:Client Relationship Executive

Raymond James, with over 60 years of distinguished history and acknowledged service and excellence in the Financial Services sector, is on the lookout for a motivated, detail-focused, and innovative problem-solver to fill the role of Client Service Associate within our expanding team. This vital position delivers premium, personalized administrative assistance to Financial Advisors, their current and potential clients, and other members of the branch staff.

Primary duties and expectations:

• Manages numerous daily engagements, involving basic queries and arranging meetings, with both potential and current clients through phone calls, in-person meetings, virtual settings, and postal correspondence.
• Works within a team and independently to provide critical assistance to Financial Advisors and branch office staff.
• Manages client financial transactions and carefully processes advisor/branch expenses and financial documentation to uphold a standard of precision and organization.
• Carries out the process of setting up new client accounts while researching client and security information through internal databases and various technological methods.
• Validates the accuracy and compliance of client paperwork and documentation with the firm and industry regulations before submission. Continuously monitors the completion status of all paperwork to ensure compliance.
• Constructs written communications, paperwork, and evaluations to bolster client relations and attract new business.
• Composes succinct business summary reports and client-specific reports for advisor analysis.
• Utilizes technology such as CRM software to create and maintain client records and files.
• Works with financial advisors to boost their marketing efforts, such as arranging seminars and events to engage with clients.
• Can act on orders given by the Financial Advisor.
• Involves themselves in various training, cross-training, and professional development opportunities to stay current with company and industry policies.
• Undertakes other responsibilities as designated.

Knowledge Of:

• The design, policies, aim, and methods of an organization.
• Regular procedures, protocols, and techniques commonly employed in general office practices.
• Guidelines, techniques, and practices employed in securities industry investments.
• Exploring the dynamics of financial markets, the various financial products available, and the regulatory framework governing the industry will be our main area of exploration.

Skills In:

• CRM software and contact management tools are essential for businesses looking to improve customer relationships by organizing and analyzing customer data and communication patterns.
• Excel assists in simplifying spreadsheet creation and report generation tasks by providing a user-friendly interface and various tools for data management.
• Methods to ensure successful communication across different platforms like in-person, virtual, phone, and written media.
• Using standard office equipment and essential software applications.
• Researching and analyzing account information meticulously.
• Coping with diverse assignments that require adapting to changing priorities in a fast-moving workplace.
• Recognizing the time constraints of specific issues and prioritizing conflicting tasks appropriately.
• Following up in a proactive manner is vital to achieving a resolution for errors or concerns.
• Navigating stressful scenarios with professionalism intact and continuing to provide top-tier customer support.
• Quick and effective problem-solving is essential for overcoming challenges and reaching goals.
• Employing mathematical tools to handle account and transaction data effectively.
• Fostering strong communication practices that reach all levels of an organization is crucial for building trust and teamwork.
• Carrying out duties autonomously and in collaboration with teammates.

Ability To:

• Balance independent work with effective teamwork within a cohesive group.
• Sustain an unwavering dedication to superior customer service.

Details of qualifications and former job roles:

A high school diploma or its equivalent is necessary. It is preferred that candidates possess one year or more of experience in the securities industry or a related field; or an equivalent combination of experience, education, and/or training approved by HR.

About the Company:

At Raymond James, our associates are guided by five core behaviors (Develop, Collaborate, Decide, Deliver, Improve) to uphold the company's foundational values centered on client-centric service, integrity, independence, and a careful, long-lasting perspective.

At all levels of the organization, individuals are encouraged to grow in their professional endeavors, work collaboratively, make client-centric decisions consciously, take accountability for their work's outcomes, and contribute to the continual evolution of the firm.

Raymond James is dedicated to fostering a culture that values individuals, honoring and respecting the unique aspects, backgrounds, and diverse experiences of its employees. The company operates as an equal opportunity employer, making employment decisions based on merit and the requirements of the business.

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