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Raymond James is seeking a Practice Business Coordinator in Charleston, SC, to support the growth of financial advisors’ practices by enhancing client relationships, managing projects, and driving business development. The role requires experience in the financial services industry and involves extensive client interaction to facilitate new business opportunities.
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Job Summary
Supports the development and overall growth of the financial advisor/team’s practice, which may include facilitating revenue growth by increasing in-house sales and client base.
Works independently to source and develop new client relationships to enable financial advisors to meet sales goals.
Coordinates/oversees the transition process for new client transition of accounts with other functional areas to ensure a professional process from initial client contact through transition of accounts.
Matching Summary
Match Score: 75
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Raymond James is seeking a Practice Business Coordinator in Charleston, SC, to support the growth of financial advisors’ practices by enhancing client relationships, managing projects, and driving business development. The role requires experience in the financial services industry and involves extensive client interaction to facilitate new business opportunities.
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Skills & Requirements
Must-have
Client relationship management
Business development strategies
New client acquisition
Project management support
Client service delivery
Nice-to-have
Networking relationships
Client-focused strategies
Team member education
Key Requirements
Associates degree and five years' experience
Bachelor's degree and one to two years' experience