Client Solutions Partner

Client Solutions Partner

Job Description:

Celebrating a rich history spanning over 60 years and distinguished for its service excellence in the Financial Services sector, Raymond James is currently seeking a Client Solutions Partner. The successful candidate should be driven, detail-oriented, and possess strong problem-solving skills to contribute to our team’s growth. This crucial role involves providing top-notch administrative support to Financial Advisors, prospective and existing clients, and other team members within the branch.

Main Duties and Tasks:

• Manages a substantial daily workload by addressing basic inquiries and scheduling meetings with prospective and established clients through phone calls, face-to-face meetings, virtual platforms, and mail communications.
• Provides essential support to Financial Advisors and branch office employees, demonstrating the ability to work independently and collaboratively within a team.
• Processes client financial transactions and meticulously manages advisor/branch expenses and expense reports to ensure accuracy and organization.
• Initiates the setup of new client accounts and researches client and security information using internal systems and technological resources.
• Ensures all client paperwork and documentation comply with firm and industry standards prior to processing, following up to confirm accuracy and completion.
• Prepares letters, documentation, and appraisals to support client service and business development efforts.
• Produces concise business summaries and customized client reports for advisor review.
• Maintains accurate client records and files using Client Relationship Management (CRM) software.
• Supports financial advisors with marketing initiatives, including organizing seminars and client-focused events.
• Enters orders at the direction of the Financial Advisor.
• Participates in training, cross-training, and professional development opportunities to remain current on firm and industry policies.
• Performs additional duties as assigned.

Knowledge Of:

• The structure of an organization, including its policies, mission, and strategies.
• Standard office practices, procedures, and workflows.
• Principles, methods, and practices related to investments within the securities industry.
• Financial markets, a wide range of financial products, and applicable regulatory requirements.

Skills In:

• CRM and contact management software to support effective customer relationship management and communication tracking.
• Microsoft Excel for organizing, analyzing, and reporting data.
• Effective communication across in-person, virtual, phone, and written platforms.
• Using standard office equipment and essential software applications.
• Reviewing, inspecting, and analyzing account information.
• Managing multiple responsibilities with shifting priorities in a fast-paced environment.
• Identifying time-sensitive issues and prioritizing tasks accordingly.
• Proactive follow-up to ensure errors or concerns are resolved.
• Maintaining professionalism and delivering excellent customer service under pressure.
• Problem-solving through timely decision-making and resourceful thinking.
• Applying mathematical concepts to analyze account and transaction data.
• Facilitating effective communication across all organizational levels.
• Working independently and collaboratively within a team environment.

Ability To:

• Work autonomously while contributing effectively as a team member.
• Consistently deliver exceptional customer service.

Summary of Educational Background and Previous Work Experience:

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 Human Resources.

About the Company:

At Raymond James, associates follow five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to uphold 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 continued improvement.

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

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