Part-time Client Service Associate (tucson, Az)

Raymond James

Tucson, Arizona, US
**
Client service across multiple platforms
Process financial transactions
Open new client accounts
** Raymond James is seeking a part-time Client Service Associate in Tucson, Arizona, to provide administrative support to Financial Advisors and assist clients. The ideal candidate should possess strong communication skills and 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.
  • 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

Match Score: 75

** Raymond James is seeking a part-time Client Service Associate in Tucson, Arizona, to provide administrative support to Financial Advisors and assist clients. The ideal candidate should possess strong communication skills and the ability to manage multiple tasks in a fast-paced environment. **

Skills & Requirements

Must-have

  • Client service across multiple platforms
  • Process financial transactions
  • Open new client accounts
  • Maintain client paperwork and documentation
  • Prepare business reports
  • Utilize CRM software

Nice-to-have

  • Detail-oriented and creative problem solver
  • Motivated and dynamic
  • Ability to handle stressful situations
  • Proactive follow-up and problem resolution

Key Requirements

  • High School Diploma or equivalent
  • 1+ years securities industry or related work experience preferred
  • General Experience - 0 to 3 months

Work Rights

Not specified

Tailored Resume

Cover Letter