Base: $45,000.00-$65,000.00; bonus/equity: not spe...
Remote
Client relationship management (crm) software
Excel for reporting
Effective communication across multiple platforms
Raymond James is seeking a detail-oriented Client Service Associate to provide essential administrative support to financial advisors and clients in Pasadena, CA. The role demands effective communication, strong organizational 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.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
Matching Summary
Match Score: 75
Raymond James is seeking a detail-oriented Client Service Associate to provide essential administrative support to financial advisors and clients in Pasadena, CA. The role demands effective communication, strong organizational skills, and the ability to manage multiple tasks in a fast-paced environment.
Salary
Base: $45,000.00-$65,000.00; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Client Relationship Management (CRM) software
Excel for reporting
Effective communication across multiple platforms
Process client financial transactions
Open new client accounts
Prepare business summary reports
Nice-to-have
Motivated, detail-oriented, creative problem solver