Client Service Associate (salt Lake City, Ut)

Raymond James

Salt Lake City, UT, US
Remote
Assist financial advisors
Provide quality client service
Process client financial transactions
Raymond James is seeking a Client Service Associate in Salt Lake City, UT, to provide essential administrative support to Financial Advisors and enhance client experiences. The role requires effective communication skills, attention to detail, 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: 85

Raymond James is seeking a Client Service Associate in Salt Lake City, UT, to provide essential administrative support to Financial Advisors and enhance client experiences. The role requires effective communication skills, attention to detail, and the ability to manage multiple tasks in a fast-paced environment.

Skills & Requirements

Must-have

  • Assist Financial Advisors
  • Provide quality client service
  • Process client financial transactions
  • Open new client accounts
  • Maintain client paperwork
  • Utilize CRM software
  • Excel for reporting

Nice-to-have

  • Detail oriented
  • Creative problem solver
  • Fast-paced environment
  • High level of customer service

Key Requirements

  • One (1) or more years securities industry or related work experience preferred
  • High School Diploma or equivalent

Work Rights

Not specified

Tailored Resume

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