Base: $45,000.00-$65,000.00; bonus/equity: not spe...
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High-quality administrative support
Client interaction across multiple platforms
Processing financial transactions
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Raymond James is seeking a Client Service Associate to provide high-quality administrative support to financial advisors and clients in Spokane, WA. The ideal candidate is expected to possess strong communication skills, organizational abilities, and experience in a fast-paced environment.
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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.
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Matching Summary
Match Score: 75
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Raymond James is seeking a Client Service Associate to provide high-quality administrative support to financial advisors and clients in Spokane, WA. The ideal candidate is expected to possess strong communication skills, organizational abilities, and experience in a fast-paced environment.
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Salary
Base: $45,000.00-$65,000.00; Bonus/Equity: Not specified; Benefits: Eligible for benefits package
Skills & Requirements
Must-have
High-quality administrative support
Client interaction across multiple platforms
Processing financial transactions
Client account opening and maintenance
CRM software proficiency
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 customer service
Key Requirements
1+ years securities industry or related work experience preferred
High School Diploma or equivalent
General office practices and procedures knowledge
Investment concepts and financial markets knowledge