Client interaction via phone, email, and in-person
Process financial transactions and expenses
Open new client accounts
Willenborg Wealth Management is seeking a Client Service Associate to provide administrative support to Financial Advisors and ensure high-quality service for clients. The ideal candidate should possess strong communication skills, attention to detail, 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.
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
Match Score: 85
Willenborg Wealth Management is seeking a Client Service Associate to provide administrative support to Financial Advisors and ensure high-quality service for clients. The ideal candidate should possess strong communication skills, attention to detail, and the ability to manage multiple tasks in a fast-paced environment.
Skills & Requirements
Must-have
Client interaction via phone, email, and in-person
Process financial transactions and expenses
Open new client accounts
Maintain accurate client paperwork
Prepare reports and correspondence
Utilize CRM software
Nice-to-have
Detail-oriented and creative problem solver
High level of organization and accuracy
Calm and professional in stressful situations
Proactive follow-up and problem resolution
Contribute to continuous firm evolution
Key Requirements
High School Diploma or equivalent
1+ years securities industry or related work experience preferred