Senior Client Service Associate (seattle, Wa)

Raymond James

Seattle, WA, US
Base: $65k - $85k annually; bonus/equity: discreti...
Client relationship management (crm) software
Microsoft excel
High volume client interactions
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

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.
  • The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
  • Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.

Matching 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.

Salary

Base: $65k - $85k annually; Bonus/Equity: discretionary bonuses and profit-sharing; Benefits: Not specified

Skills & Requirements

Must-have

  • Client Relationship Management (CRM) software
  • Microsoft Excel
  • High volume client interactions
  • Financial Advisor support
  • Process financial documents

Nice-to-have

  • Detail-oriented problem solver
  • Dynamic team environment
  • Fast-paced work environment
  • Proactive follow-up
  • High level of customer service

Key Requirements

  • Minimum 3 years financial services experience
  • High School Diploma or equivalent

Work Rights

Not specified

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