Client Service Associate (scottsdale, Az)

Raymond James

Scottsdale, AZ, US
**
Client relationship management (crm) software
Microsoft excel for reporting
Processing client financial transactions
** Raymond James is seeking a Client Service Associate for their Scottsdale, AZ location, responsible for providing quality administrative support to Financial Advisors and clients. The ideal candidate should possess strong 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: 75

** Raymond James is seeking a Client Service Associate for their Scottsdale, AZ location, responsible for providing quality administrative support to Financial Advisors and clients. The ideal candidate should possess strong communication skills, attention to detail, and the ability to manage multiple tasks in a fast-paced environment. **

Skills & Requirements

Must-have

  • Client Relationship Management (CRM) software
  • Microsoft Excel for reporting
  • Processing client financial transactions
  • Opening new client accounts
  • Maintaining client paperwork and documentation
  • High volume of daily interactions

Nice-to-have

  • Detail-oriented and creative problem solver
  • Ability to organize and manage multiple tasks
  • Proactive follow-up and problem resolution
  • Calm and professional demeanor under stress

Key Requirements

  • High School Diploma or equivalent
  • One (1) or more years securities industry or related work experience preferred
  • Ability to use mathematics for transaction processing

Work Rights

Not specified

Tailored Resume

Cover Letter