Client Solutions Consultant

Client Solutions Consultant

About the Company:

At Raymond James, team members follow five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) that support the firm’s core values of client-first service, integrity, independence, and a disciplined, long-term perspective.

Team members at all levels are encouraged to grow professionally, collaborate effectively, make thoughtful client-focused decisions, take accountability for outcomes, and contribute to the firm’s continuous improvement.

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

Job Summary:

Raymond James, with a legacy of more than 60 years and a track record of recognition for exceptional service and performance within the Financial Services domain, is on the hunt for a dynamic Client Solutions Consultant. The ideal candidate will be detail-oriented, self-motivated, and possess a knack for solving problems creatively to integrate into our growing workforce. The core function of this role is to provide top-tier administrative support to Financial Advisors, potential and current clients, and collaborate with other team members in the branch.

Fundamental Duties and Obligations:

• Responds to a high influx of daily interactions by managing simple inquiries and scheduling meetings with new and existing clients via phone calls, face-to-face discussions, virtual means, and mail communication.
• Delivers important support to Financial Advisors and team members in branch offices, demonstrating the ability to work independently or collaboratively.
• Efficiently processes client financial activities and accurately manages advisor/branch expenses and related financial reports.
• Begins the process of creating new client accounts and researches client and security details through internal databases and technological resources.
• Validates that client paperwork and documentation comply with firm and industry regulations prior to submission and follows up to ensure completion and accuracy.
• Generates written communications, forms, and assessments to support client retention and prospect engagement.
• Drafts executive summaries of business performance and personalized reports for advisor review.
• Creates, maintains, and updates records and documentation using Client Relationship Management (CRM) software.
• Supports financial advisors in marketing initiatives, including planning and executing seminars and client events.
• Enters orders in accordance with Financial Advisor instructions.
• Participates in training, cross-training, and professional development opportunities to remain current on company and industry policies.
• Completes additional duties as assigned.

Knowledge Of:

• The organization’s structure, policies, vision, and operating methods.
• Standard practices, procedures, and systems used in office environments.
• Investment strategies, procedures, and guidelines within the securities industry.
• Financial markets, a broad range of financial products, and the industry’s regulatory environment.

Skills In:

• CRM and contact management software for maintaining customer data and communication records.
• Microsoft Excel, including chart and graph creation for data analysis and reporting.
• Effective communication across in-person, virtual, phone, and written channels.
• Using standard office equipment and essential software applications.
• Reviewing, analyzing, and investigating account information.
• Managing multiple responsibilities with shifting priorities in a fast-paced environment.
• Identifying urgent issues and prioritizing competing demands efficiently.
• Proactive follow-up to ensure errors or concerns are fully resolved.
• Maintaining professionalism and delivering exceptional customer service under pressure.
• Critical thinking and problem-solving to develop timely and effective solutions.
• Applying mathematical techniques to process and validate account and transaction data.
• Communicating effectively across all organizational levels to support transparency and collaboration.
• Working independently and collaboratively as part of a team.

Ability To:

• Perform tasks independently while contributing effectively within a team environment.
• Maintain a consistently high standard of customer service.

Overview of Academic Achievements and Previous Job Positions:

A high school diploma or 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 Human Resources may be considered.

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