Raymond James is seeking a Client Service Associate in Maite, Guam, to provide administrative support to Financial Advisors and enhance client services. The ideal candidate should be detail-oriented, possess strong communication skills, and be able 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 Maite, Guam, to provide administrative support to Financial Advisors and enhance client services. The ideal candidate should be detail-oriented, possess strong communication skills, and be able to manage multiple tasks in a fast-paced environment.
Skills & Requirements
Must-have
High volume of daily interactions
Process client financial transactions
Open new client accounts
Prepare client paperwork and documentation
Utilize CRM software
Nice-to-have
Detail oriented and creative problem solver
Effective communication across multiple platforms
Ability to organize and manage multiple tasks
Proactively follow up on submitted items
Key Requirements
High School Diploma or equivalent
One (1) or more years securities industry or related work experience preferred