Client Experience Advisor

Client Experience Advisor

Job Description:

Having established a reputation for over 60 years in the Financial Services industry, Raymond James is looking for a proactive Client Experience Advisor. They should possess a keen attention to detail, be driven by motivation, and excel in creative troubleshooting to become part of our team's evolution. This pivotal position is crucial for providing high-quality administrative aid to Financial Advisors, their clients (both prospective and existing), as well as fellow branch staff members.

Primary Roles and Responsibilities:

• Deals with a substantial volume of daily interactions by addressing basic inquiries and coordinating meetings with prospective and established clients through phone conversations, in-person meetings, virtual platforms, and mail correspondence.
• Provides crucial aid to Financial Advisors and branch office staff, demonstrating the ability to work both independently and within a team setting.
• Conducts the necessary financial transactions for clients and accurately records advisor/branch expenses while ensuring exceptional organizational standards.
• Opens accounts for new customers while conducting inquiries on client and security information using internal databases and 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.
• Produces written content like communications, paperwork, and evaluations to aid in retaining current clients and pursuing new ones.
• Compiles brief synopses of business summaries and tailored reports for advisor assessment.
• Utilizes CRM software for the establishment and organization of client records and files.
• Helps financial advisors with promotional activities, including the facilitation of seminars and client-engagement events.
• Is permitted to input orders as directed by the Financial Advisor.
• Participates in training sessions, cross-training initiatives, and professional development programs to keep abreast of firm and industry policies.
• Undertakes supplementary duties as instructed.

Knowledge Of:

• The setup, regulations, objective, and plans of an enterprise.
• Accepted norms, methodologies, and approaches followed in general office operations.
• Principles, practices, and methodologies utilized in securities industry investments.
• Financial markets, a wide range of financial products, and the regulations that govern the industry.

Skills In:

• CRM and contact management software for tracking customer information, communication history, and relationship data.
• Microsoft Excel for spreadsheet creation, calculations, and data analysis.
• Communicating effectively through in-person, virtual, phone, and written channels.
• Operating standard office equipment and essential software applications.
• Reviewing and analyzing account records.
• Managing multiple responsibilities with shifting priorities in a fast-paced environment.
• Identifying time-sensitive issues and prioritizing competing demands.
• Proactive follow-up to ensure issues and discrepancies are resolved.
• Maintaining professionalism and delivering excellent customer service under pressure.
• Problem-solving through efficient issue resolution and sound judgment.
• Applying mathematical concepts to analyze account and transaction data.
• Communicating clearly and effectively across all organizational levels.
• Working independently as well as collaboratively within a team.

Ability To:

• Work independently and collaboratively as part of a team.
• Consistently deliver an exceptional level of customer service.

Educational Attainment and Prior Employment:

A high school diploma or its equivalent is required. One or more years of experience in the securities industry or a related field is preferred. An equivalent combination of experience, education, and/or training approved by HR may also be considered.

About the Company:

Raymond James employees are guided by five core behaviors (Develop, Collaborate, Decide, Deliver, Improve) to uphold the company’s core values of client focus, integrity, independence, and a disciplined, long-term perspective.

Across all levels of the organization, team members are encouraged to grow professionally, collaborate effectively, make thoughtful client-centered decisions, take accountability for outcomes, and contribute to the firm’s continuous improvement.

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

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