Client Support Associate

Job Description:Client Support Associate

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 Support Associate 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.

Essential roles and responsibilities:

• Handles a high volume of daily interactions, which include basic inquiries and setting up meetings, with prospective and existing clients via phone, face-to-face interactions, virtual platforms, and mailings.
• Contributes essential support to Financial Advisors and branch office employees, showcasing flexibility in working both independently and as part of a team.
• Executes client financial transactions and meticulously handles advisor/branch expenses with a priority on maintaining high levels of accuracy and organization.
• Begins the process of creating new client accounts and delves into client and security particulars through internal databases and other technological resources.
• Confirms that client paperwork and documentation align with the firm's and industry regulations prior to submission, and follows through to ensure the process is completed accurately. Reviews all paperwork to guarantee accuracy and compliance with established guidelines.
• Creates written materials such as letters, paperwork, and analyses to facilitate client maintenance and acquisition.
• Creates concise summaries of business activities and customized reports for advisor evaluation.
• Maintains and updates records and files through the utilization of Client Relationship Management (CRM) software.
• Helps financial advisors with promotional activities, including the facilitation of seminars and client-engagement events.
• Has the responsibility to follow the Financial Advisor's instructions in entering orders.
• Attends training, cross-training, and professional development opportunities to maintain knowledge of firm and industry policies.
• Executes additional tasks as directed.

Knowledge Of:

• The systematization of a company, its guidelines, mission, and strategies.
• Normalized practices, routines, and methods followed in everyday office operations.
• Guidelines, techniques, and practices employed in securities industry investments.
• Delving into the intricate workings of financial markets, the different financial products, and the regulatory stipulations within the industry is paramount.

Skills In:

• CRM, along with contact management software, assists in tracking customer details, communication history, and sales opportunities to improve overall customer relationship management.
• Excel is a popular tool utilized for spreadsheet development and generating reports to present data in an organized and visually appealing manner.
• Successful communication methods across face-to-face, online, telephonic, and written channels.
• Utilizing common office equipment and essential software applications.
• Scrutinizing and exploring account records.
• Managing a mix of duties with varying degrees of importance in a rapidly evolving environment.
• Understanding the urgency of certain issues and organizing competing priorities accordingly.
• Being proactive in follow-up actions plays a crucial role in addressing and resolving errors or concerns.
• Balancing the demands of stressful situations with professionalism and a commitment to providing exceptional customer service.
• Quick and effective problem-solving is essential for overcoming challenges and reaching goals.
• Using mathematical computations for managing account and transaction records.
• Cultivating effective communication that bridges the gap between different organizational levels is key to driving innovation and growth.
• Conducting work independently and collaboratively as a member of a team.

Ability To:

• Engage in autonomous work and participate collaboratively in team efforts.
• Uphold a sustained quality of customer service interactions.

About the Company:

Raymond James employees are guided by five core behaviors (Develop, Collaborate, Decide, Deliver, Improve) to stay true to the company's central values emphasizing client satisfaction, integrity, independence, and a prudent, long-standing approach.

It is our anticipation that team members at every hierarchical level will develop professionally, work cohesively with others, make deliberate decisions that prioritize the client, take full accountability for results, and participate in the firm's ongoing improvement.

Raymond James maintains a people-focused environment that values and celebrates the diversity, individuality, and unique backgrounds of all its team members. As an equal opportunity employer, the company's recruitment choices are influenced by merit and business imperatives.

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