Client Service Associate- Sarasota, Fl

Raymond James

Sarasota, FL, US
Client relationship management (crm) software
Excel for reporting
Effective communication across platforms
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

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

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.

Skills & Requirements

Must-have

  • Client Relationship Management (CRM) software
  • Excel for reporting
  • Effective communication across platforms
  • Organize and track multiple tasks
  • Handle stressful situations
  • Provide high customer service

Nice-to-have

  • Detail oriented problem solver
  • Creative problem solver
  • Dynamic team environment
  • People-first culture
  • Authentic self expression

Key Requirements

  • High School Diploma or equivalent
  • 1+ years securities industry experience preferred
  • Equivalent experience, education, and/or training

Work Rights

Not specified

Tailored Resume

Cover Letter