Client Service Associate- Coral Gables, Fl

Raymond James

Coral Gables, Florida, US
**
Assist financial advisors
Provide clients with quality service
Process client financial transactions
** Raymond James is seeking a Client Service Associate for their Coral Gables, Florida office. The role involves providing administrative support to Financial Advisors and servicing clients, requiring strong organizational and communication skills 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.
  • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.

Matching Summary

Match Score: 75

** Raymond James is seeking a Client Service Associate for their Coral Gables, Florida office. The role involves providing administrative support to Financial Advisors and servicing clients, requiring strong organizational and communication skills in a fast-paced environment. **

Skills & Requirements

Must-have

  • assist Financial Advisors
  • provide clients with quality service
  • process client financial transactions
  • open new client accounts
  • maintain client paperwork and documentation
  • prepare business summary reports

Nice-to-have

  • detail oriented
  • creative problem solver
  • motivated
  • fast-paced, task-oriented work environment

Key Requirements

  • High School Diploma or equivalent
  • 1+ years securities industry or related work experience preferred
  • 0 to 3 months general experience

Work Rights

Not specified

Tailored Resume

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