Raymond James is seeking a motivated Client Service Associate in Scottsdale, AZ, to provide essential administrative support to Financial Advisors and their clients. The role requires strong communication 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.
Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
Matching Summary
Match Score: 85
Raymond James is seeking a motivated Client Service Associate in Scottsdale, AZ, to provide essential administrative support to Financial Advisors and their clients. The role requires strong communication skills and the ability to manage multiple tasks in a fast-paced environment.
Skills & Requirements
Must-have
Client Relationship Management (CRM) software
Microsoft Excel for reporting
Effective multi-platform communication
Organizing and tracking multiple tasks
Processing financial transactions
Client paperwork accuracy
Nice-to-have
Detail-oriented problem solver
Proactive follow-up and error resolution
Calm and professional in stressful situations
High level of customer service
Team collaboration
Key Requirements
High School Diploma or equivalent
1+ years securities industry or related work experience preferred
General office practices and procedures knowledge
Investment concepts and securities industry knowledge
Financial markets, products, and regulations knowledge