Client Solution Specialist

Job Title: Client Solution Specialist

Raymond James, with over 60 years of experience and a strong reputation for quality and dedication in the Financial Services sector, is in search of an energetic Client Solution Specialist. This individual should be driven, attentive to detail, and possess strong problem-solving skills to become part of our expanding team. The primary responsibility of this position is to offer top-notch administrative assistance to Financial Advisors, as well as potential and current clients, and other colleagues within the branch.

The perfect candidate should possess strong communication abilities on various channels (telephone, email, face-to-face, virtual) and be capable of orchestrating, overseeing, and monitoring numerous intricate tasks with constantly shifting priorities and deadlines in a fast-paced, task-focused setting. Join us in our journey and explore the potential career opportunities that lie ahead at Raymond James!

Core job functions and responsibilities:

• Handles a large number of daily interactions, such as answering general questions and setting up appointments, with potential and current clients via various communication channels like telephone, face-to-face meetings, online platforms, and postal services.
• Collaborates effectively with a team and autonomously to offer essential assistance to Financial Advisors and staff in branch offices.
• Manages client financial transactions and processes advisor/branch expenditures and financial reports with precision and efficiency.
• Establishes accounts for new clients and investigates client and security details by utilizing internal platforms and various technological tools.
• 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.
• Drafts correspondence, documents, and summaries to support current client needs and attract potential clients.
• Creates concise summaries of business activities and customized reports for advisor evaluation.
• Utilizes CRM software to establish and organize records and documents for client relationships.
• Aids financial advisors in enhancing their marketing strategies, such as organizing seminars and client-focused gatherings.
• Can take instructions from the Financial Advisor to place orders.
• Engages in various training programs, cross-training sessions, and opportunities for professional growth to remain up-to-date with company and industry regulations.
• Carries out additional tasks as required.

Knowledge Of:

• The arrangement within an organization, its regulations, purpose, and approaches.
• Standard procedures, protocols, and techniques used in office environments.
• Investment principles, methods, and protocols in the field of securities trading.
• The topic at hand involves financial markets, various financial products, and the regulatory framework 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.
• Microsoft Excel is a software program that enables users to create and manage spreadsheets for various purposes, such as data organization and analysis.
• Successful communication methods across face-to-face, online, telephonic, and written channels.
• Using typical office machinery and necessary computer programs.
• Examining and studying account details.
• Juggling numerous assignments with fluctuating importance in a dynamic work setting.
• Recognizing urgent matters and arranging tasks in order of importance.
• Being proactive in following up ensures that errors or concerns are addressed and resolved promptly.
• Managing challenging circumstances while upholding a standard of professionalism and delivering outstanding customer support.
• Efficient problem-solving involves effectively identifying and implementing solutions.
• Employing mathematical calculations to handle account and transaction data.
• Efficient communication throughout different levels within an organization is crucial for maintaining smooth operations.
• Functioning autonomously and in coordination with others within a group setting.

Ability To:

• Operate autonomously and collaborate effectively within a unified group.
• Maintain a consistently elevated standard of customer service.

Academic Background and Past Work:

A high school diploma or its equivalent is necessary. Ideal candidates would have at least one year of experience in the securities industry or a related field, or a comparable blend of experience, education, and/or training endorsed by the HR department.

About the Company:

At Raymond James, our team members adhere to five guiding principles (Develop, Collaborate, Decide, Deliver, Improve) to uphold the company's fundamental principles of prioritizing clients, integrity, autonomy, and a careful, enduring perspective.

We anticipate all employees, regardless of their position, to advance in their professional development, work together efficiently, make informed choices focusing on the client, assume responsibility for outcomes, and participate in the ongoing development of the organization.

Raymond James prioritizes a culture centered around its employees, emphasizing the importance of valuing and acknowledging the distinctiveness, histories, and diverse backgrounds of all staff members. The corporation upholds principles of equality in the workplace and determines hiring choices by focusing on qualifications and organizational requirements.

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