Client Solutions Associate

This job entails being a Client Solutions Associate

With a history spanning more than six decades, Raymond James has built a solid foundation in the Financial Services field, known for its commitment to service excellence. In this context, a Client Solutions Associate position is open for applicants who are self-motivated, meticulous in their work, and adept at finding innovative solutions to challenges. This key role involves delivering top-tier administrative support to Financial Advisors, both current and potential clients, and other members of the branch staff.

Key Tasks and Duties:

• Manages numerous daily engagements, which involve fundamental queries and arranging meetings, with both potential and current clients through phone calls, face-to-face interactions, virtual settings, and postal correspondence.
• Offers vital support to Financial Advisors and branch office personnel, both independently and as part of a collaborative team.
• Handles the processing of client financial transactions and advisor/branch expense documentation with a focus on meticulous organization and accuracy.
• Initiates the setup of fresh client profiles and examines both client and security data through internal databases and other technological means.
• Checks to ensure that client paperwork and documentation meet the firm's and industry standards, making any necessary corrections or updates to ensure compliance. Continuously monitors the status of all paperwork to ensure completion and accuracy.
• Creates written materials such as letters, paperwork, and analyses to facilitate client maintenance and acquisition.
• Develops business overview reports and individualized client reports to be reviewed by advisors.
• Maintains and updates records and files through the utilization of Client Relationship Management (CRM) software.
• Provides support to financial advisors in their marketing endeavors, which involve hosting workshops and events for clients.
• Has the authority to enter orders based on the guidance of the Financial Advisor.
• Takes part in training, cross-training, and professional development activities to stay informed about company and industry policies.
• Executes tasks beyond the designated responsibilities.

Knowledge Of:

• The framework of a corporation, its guidelines, vision, and tactics.
• Common practices, routines, and strategies implemented in office settings.
• Theories, applications, and protocols involved in securities market investments.
• The subject matter pertains to the realm of finance, encompassing markets, products, and the guidelines set forth by regulatory bodies.

Skills In:

• CRM systems and related contact management software are tools used for organizing and optimizing customer interactions and communication data.
• Excel is a popular tool utilized for spreadsheet development and generating reports to present data in an organized and visually appealing manner.
• Efficient ways to communicate effectively through in-person, virtual, phone, and written modes.
• Utilizing common office equipment and essential software applications.
• Reviewing and investigating account data.
• Handling a variety of tasks with shifting levels of urgency in a high-speed workplace.
• Acknowledging time-critical concerns and managing conflicting requests effectively.
• Taking the initiative to follow up guarantees that any issues or mistakes are dealt with effectively.
• Dealing with stressful scenarios in a professional manner while ensuring exceptional service for customers.
• Finding solutions in a timely manner through strategic thinking and analysis is crucial.
• Utilizing mathematical methods for the analysis of account and transaction details.
• Establishing clear and concise communication channels that span all levels of an organization is essential for its success.
• Operating individually and cooperatively within a team environment.

Ability To:

• Function self-sufficiently while also contributing to a unified workforce.
• Deliver a continuously exceptional level of customer care.

Description of Educational Qualifications and Professional History:

A high school diploma or an equal qualification is mandatory. It is advantageous to have one year or more of prior experience in the securities sector or a similar field, or an equivalent mix of experience, education, and/or training sanctioned by HR.

About the Company:

At Raymond James, our employees follow five key behaviors (Develop, Collaborate, Decide, Deliver, Improve) to fulfill the organization's foundational values centered on putting clients first, maintaining integrity, promoting independence, and embracing a cautious, sustainable outlook.

Our expectation is that employees at every level will progress in their careers, cooperate efficiently, make careful decisions considering the client's needs, take responsibility for their actions, and actively contribute to the firm's ongoing development.

Raymond James fosters a people-centric environment that celebrates and upholds the individuality, backgrounds, and diverse experiences of all team members. As an equal opportunity employer, the company's recruitment decisions are anchored in meritocracy and operational necessities.

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