Client Solutions Coordinator

Job Description: Client Solutions Coordinator

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 Solutions Coordinator 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:

• Handles a high volume of daily interactions, including basic inquiries and meeting coordination, with prospective and existing clients via phone, face-to-face interactions, virtual platforms, and mailings.
• Aids Financial Advisors and branch office staff by working independently and within a collaborative team environment.
• Organizes and accurately processes client financial transactions, advisor/branch expenses, and related reports while maintaining a high level of accuracy.
• Opens new client accounts and reviews client and security information using internal databases and technological platforms.
• Ensures client paperwork and documentation comply with firm and industry requirements, making necessary updates to maintain accuracy and compliance, and proactively follows up to ensure completion.
• Prepares correspondence, records, and assessments to enhance client support and outreach efforts.
• Develops concise business summaries and individualized reports for advisor review.
• Maintains and manages records and files using Client Relationship Management (CRM) software.
• Collaborates with financial advisors to support marketing initiatives, including coordinating seminars and client events.
• Enters trades as directed by the Financial Advisor.
• Participates in training, cross-training, and professional development activities to remain current on firm and industry policies.
• Performs additional duties as assigned.

Knowledge Of:

• The organization’s structure, policies, mission, and strategic objectives.
• Standard practices, methods, and procedures used in office environments.
• Theories, procedures, and strategies applied in securities market investments.
• Financial markets, a variety of financial products, and applicable regulatory requirements.

Skills In:

• CRM and contact management systems for maintaining customer information and communication records.
• Microsoft Excel for generating, formatting, and presenting accurate reports.
• Effective communication across in-person, virtual, phone, and written channels.
• Operating standard office equipment and required software applications.
• Reviewing, analyzing, and validating account information.
• Managing multiple tasks with shifting priorities in a fast-paced environment.
• Identifying time-sensitive matters and prioritizing competing demands.
• Proactive follow-up to ensure issues or discrepancies are resolved.
• Maintaining professionalism and delivering exceptional customer service under pressure.
• Problem-solving through efficient issue resolution and sound judgment.
• Applying mathematical concepts to process account and transaction data.
• Communicating effectively across all organizational levels.
• Working independently and collaboratively within a team environment.

Ability To:

• Perform duties independently while contributing effectively within a team setting.
• Consistently deliver a high standard of customer service.

Qualifications and Previous Positions:

A high school diploma or equivalent is required. One or more years of experience in the securities industry or a related field is preferred, or an equivalent combination of experience, education, and/or training approved by the HR department.

About the Company:

Raymond James employees follow five guiding principles (Develop, Collaborate, Decide, Deliver, Improve) that support the firm’s core values of client-first service, integrity, independence, and a disciplined, long-term perspective.

Employees at all levels are expected to grow professionally, collaborate effectively, make thoughtful client-centered decisions, take ownership of outcomes, and contribute to the firm’s ongoing development.

Raymond James fosters a people-focused culture that values individuality, diverse experiences, and backgrounds. As an equal opportunity employer, employment decisions are based on merit and business needs.

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