Client Relations Representative

Client Relations Representative

About Raymond James:

Employees follow five core behaviors—Develop, Collaborate, Decide, Deliver, Improve—to uphold the firm's values of client focus, integrity, independence, and a prudent, long-term perspective.

All team members are expected to grow professionally, collaborate effectively, make client-focused decisions, take responsibility for outcomes, and contribute to the firm’s ongoing development.

Raymond James fosters a people-centric culture, valuing and respecting the individuality, backgrounds, and diverse experiences of its employees. The company is an equal opportunity employer, making recruitment decisions based on qualifications and business needs.

Job Description:

Raymond James, with a 60-year legacy of excellence in the Financial Services industry, is seeking a proactive and detail-oriented Client Relations Representative. The ideal candidate will possess strong problem-solving skills and the ability to deliver high-quality administrative support to Financial Advisors, prospective and existing clients, and branch staff members.

Key Responsibilities:

• Handles high-volume daily interactions, addressing inquiries and scheduling meetings with prospective and existing clients via phone, in-person, virtual platforms, and mail.
• Supports Financial Advisors and branch staff independently and collaboratively within a dynamic team environment.
• Processes client financial transactions and manages advisor/branch expenses with meticulous attention to detail.
• Initiates new client accounts and researches client and security information using internal databases and technological tools.
• Ensures client paperwork and documentation meet firm and industry standards; proactively follows up to ensure accuracy and completion.
• Drafts correspondence, forms, and appraisals to support client retention and acquisition efforts.
• Prepares concise business summaries and client-specific reports for advisor review.
• Manages records and files using Client Relationship Management (CRM) software.
• Assists Financial Advisors with marketing initiatives, including seminars and client engagement events.
• Enters orders as directed by the Financial Advisor.
• Participates in training, cross-training, and professional development programs to remain current on company and industry policies.
• Performs additional duties as assigned.

Knowledge Of:

• Company structure, principles, mission, and strategies.
• Office practices, procedures, and standard methodologies.
• Investment guidelines, techniques, and best practices in the securities industry.
• Financial markets, financial products, and regulatory requirements.

Skills In:

• CRM and contact management systems for tracking customer interactions and managing relationships.
• Microsoft Excel for data organization, analysis, and reporting.
• Effective communication across face-to-face, virtual, phone, and written platforms.
• Operating standard office equipment and essential software applications.
• Analyzing and reviewing account and transaction records.
• Managing multiple tasks with shifting priorities in a fast-paced environment.
• Identifying urgent issues and prioritizing tasks accordingly.
• Proactive follow-up to resolve errors or concerns efficiently.
• Maintaining professionalism and high-quality customer service under stress.
• Problem-solving through critical thinking and innovation.
• Using mathematical techniques to process account and transaction data.
• Promoting effective communication across organizational levels.
• Executing tasks independently and collaboratively.

Ability To:

• Work autonomously and collaboratively within a team.
• Maintain consistent excellence in customer service.

Qualifications:

A high school diploma or equivalent is required. Candidates with one or more years of experience in the securities industry or a related field are preferred, or an equivalent combination of experience, education, and/or training approved by Human Resources.

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