Raymond James is seeking a Client Service Associate in Pasadena, CA, to provide high-quality administrative support to financial advisors and clients. The ideal candidate should possess strong organizational and communication skills, with the ability to manage multiple tasks in a fast-paced environment
Job Summary
This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
Matching Summary
Match Score: 75
Raymond James is seeking a Client Service Associate in Pasadena, CA, to provide high-quality administrative support to financial advisors and clients. The ideal candidate should possess strong organizational and communication skills, with the ability to manage multiple tasks in a fast-paced environment.
Salary
$45,000.00-$65,000.00
Skills & Requirements
Must-have
Client interaction and scheduling
Processing financial transactions
Opening new client accounts
Maintaining client paperwork
CRM software proficiency
Microsoft Excel proficiency
Nice-to-have
Detail-oriented and creative problem solver
High quality/high touch service
Effective communication across multiple platforms
Ability to handle stressful situations
Key Requirements
1+ years securities industry or related work experience