Customer Service Advisor

Customer Service Advisor

About the Company:

At Raymond James, team members employ five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to adhere to the firm's core principles focused on client-centric service, integrity, independence, and a conservative, enduring perspective.

The expectation for employees at all levels is to advance professionally, cooperate effectively, make considerate decisions with the client's interest in mind, take responsibility for outcomes, and contribute to the continuous development of the firm.

At Raymond James, the focus is on creating a culture that revolves around people, acknowledging and valuing the differences, experiences, and diverse backgrounds of each employee. The company's employment decisions are made in accordance with merit and the operational requirements as an equal opportunity employer.

Job Summary:

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 Customer Service Advisor 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.

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!

Primary Duties and Expectations:

• Manages a substantial daily workload by addressing basic questions and scheduling meetings with prospective and established clients through phone calls, face-to-face meetings, online platforms, and mail communications.
• Assists Financial Advisors and branch office staff by working independently and in a dynamic team environment.
• Efficiently processes client financial activities and accurately manages advisor/branch expenses and related financial reports.
• Opens accounts for new customers while conducting inquiries on client and security information using internal databases and technological resources.
• Checks to ensure that client paperwork and documentation meet the firm's and industry standards, making any necessary corrections or updates to ensure compliance. Continuously monitors the status of all paperwork to ensure completion and accuracy.
• Drafts correspondence, documents, and summaries to support current client needs and attract potential clients.
• Develops business overview reports and individualized client reports to be reviewed by advisors.
• Utilizes CRM software for the establishment and organization of client records and files.
• Supports financial advisors in their marketing initiatives, which encompass planning and executing seminars and events for clients.
• Can execute orders under the direction of the Financial Advisor.
• Engages in training programs, cross-training sessions, and professional development opportunities to stay current with company and industry policies.
• Performs further duties as assigned.

Knowledge Of:

• The construction, regulations, mission, and approaches within a corporation.
• Regular procedures, protocols, and techniques commonly employed in general office practices.
• Theories, procedures, and strategies applied in securities market investments.
• The focus is on the interconnected aspects of financial markets, the variety of financial products, and the regulatory protocols that shape the industry.

Skills In:

• CRM systems and related contact management software are tools used for organizing and optimizing customer interactions and communication data.
• Microsoft Excel is a software program that enables users to create and manage spreadsheets for various purposes, such as data organization and analysis.
• Efficient ways to communicate effectively through in-person, virtual, phone, and written modes.
• Operating standard tools found in an office environment alongside necessary software.
• Assessing and delving into account particulars.
• Prioritizing and organizing numerous tasks amid changing levels of urgency in a fast-paced setting.
• Noting time-sensitive issues and allocating time and resources based on priority.
• Proactively ensuring that errors or concerns are addressed and resolved is an important step.
• Navigating stressful scenarios with professionalism intact and continuing to provide top-tier customer support.
• Success in solving problems efficiently is dependent on strategic planning and swift action.
• Utilizing mathematical approaches to process account and transaction information accurately.
• Implementing robust communication strategies that resonate across various levels of an organization is fundamental to achieving organizational objectives.
• Carrying out duties autonomously and in collaboration with teammates.

Ability To:

• Independently perform tasks while also being an integral part of a cooperative team.
• Ensure a persistent excellence in customer service provision.

Academic Background and Past Work:

A high school diploma or an equal qualification is mandatory. It is advantageous to have one year or more of prior experience in the securities sector or a similar field, or an equivalent mix of experience, education, and/or training sanctioned by HR.

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