Client Service Associate-cary, Nc

Raymond James

Cary, NC, 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 – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.

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 professionally
  • Provide high level of customer service

Nice-to-have

  • Detail-oriented problem solver
  • Motivated and creative
  • People-first culture
  • Grow professionally and inspire others

Key Requirements

  • High School Diploma or equivalent
  • 1+ years securities industry experience preferred
  • Securities Industry Essentials Exam (SIE)

Work Rights

Not specified

Tailored Resume

Cover Letter