Client Care Representative

Client Care Representative

About the Company:

At Raymond James, employees follow five key behaviors—Develop, Collaborate, Decide, Deliver, Improve—to uphold the organization's core values of putting clients first, maintaining integrity, fostering independence, and embracing a prudent, sustainable outlook.

Across all levels of the company, individuals are encouraged to grow professionally, collaborate effectively, make client-focused decisions, take full ownership of outcomes, and contribute to the ongoing development of the organization.

Raymond James prioritizes a people-centric culture, valuing the individuality, experiences, and diverse backgrounds of all employees. As an equal opportunity employer, hiring decisions are based on merit and business needs.

Job Description:

Celebrating over 60 years of service excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Care Representative. The ideal candidate is motivated, detail-oriented, and a creative problem solver, providing high-touch administrative support to Financial Advisors, prospective and current clients, and branch staff members.

Critical Duties and Responsibilities:

• Manages daily interactions, addressing inquiries and scheduling meetings with prospective and existing clients via phone, in-person, virtual, and mail correspondence.
• Supports Financial Advisors and branch staff both independently and collaboratively within a team environment.
• Processes client financial transactions and manages advisor/branch expenses and reports with precision and organization.
• Opens new client accounts and researches client and security information using internal databases and technology tools.
• Ensures client paperwork and documentation comply with firm and industry standards, proactively following up to guarantee accuracy and completion.
• Creates correspondence, forms, and evaluations to support client retention and acquisition.
• Prepares business summaries and tailored client reports for advisor review.
• Maintains client records and files using CRM software.
• Assists financial advisors with marketing initiatives, including workshops and client events.
• Enters orders based on the Financial Advisor’s guidance.
• Participates in training, cross-training, and professional development programs to remain current with company and industry policies.
• Performs additional duties as assigned.

Knowledge Of:

• Company structure, rules, mission, and strategies.
• Standard office procedures, protocols, and practices.
• Investment concepts, methodologies, and practices in the securities industry.
• Financial markets, financial products, and regulatory frameworks.

Skills In:

• CRM and contact management software for tracking customer interactions and maintaining centralized information.
• Microsoft Excel for creating spreadsheets and performing data analysis.
• Effective communication via in-person, virtual, phone, and written channels.
• Operating standard office equipment and software applications.
• Analyzing and reviewing account and transaction information.
• Managing multiple priorities efficiently in a fast-paced environment.
• Identifying urgent matters and prioritizing conflicting tasks effectively.
• Proactively following up to resolve errors or concerns.
• Maintaining professionalism and delivering excellent customer service under stress.
• Problem-solving through timely and effective resolution of challenges.
• Applying mathematical methods to manage account and transaction data.
• Promoting effective communication across organizational levels.
• Working independently and collaboratively within a team context.

Ability To:

• Work autonomously and as a cooperative team member.
• Deliver consistently high-quality customer service.

Educational Attainment and Prior Experience:

High school diploma or equivalent required. Candidates with at least one year of experience in the securities industry or a related field are preferred. Alternatively, a combination of experience, education, and/or training approved by HR is acceptable.

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