Client Service Associate (denver, Co)

Raymond James

Denver, CO, US
Base: $45,000.00-$65,000.00; bonus/equity: not spe...
Remote
High volume client interactions
Process financial transactions
Open new client accounts
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.

Salary

Base: $45,000.00-$65,000.00; Bonus/Equity: Not specified; Benefits: Eligible for a benefits package

Skills & Requirements

Must-have

  • High volume client interactions
  • Process financial transactions
  • Open new client accounts
  • Maintain client paperwork
  • Prepare reports and letters
  • Utilize CRM software
  • Excel proficiency for reporting

Nice-to-have

  • Detail-oriented and creative problem solver
  • Effective communication across multiple platforms
  • Organize and manage multiple tasks
  • 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
  • General Experience - 0 to 3 months

Work Rights

Not specified

Tailored Resume

Cover Letter