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.
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
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 multi-platform communication
Organize and track multiple tasks
High level of customer service
Nice-to-have
Detail-oriented and creative problem solver
Motivated and dynamic
Proactive follow-up and problem resolution
Calm and professional in stressful situations
Key Requirements
High School Diploma or equivalent
1+ years securities industry or related work experience preferred