Raymond James is seeking a Client Service Associate in Lakewood Ranch, Florida, to provide essential administrative support to financial advisors and clients. The role requires excellent communication and organizational skills in a fast-paced environment, with a focus on customer service
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.
Come grow with us and see where a career at Raymond James could take you!
Matching Summary
Match Score: 85
Raymond James is seeking a Client Service Associate in Lakewood Ranch, Florida, to provide essential administrative support to financial advisors and clients. The role requires excellent communication and organizational skills in a fast-paced environment, with a focus on customer service.
Skills & Requirements
Must-have
High volume of daily interactions
Process client financial transactions
Open new client accounts
Maintain client paperwork and documentation
Prepare business summary reports
Utilize CRM software
Nice-to-have
Detail oriented and creative problem solver
Motivated and dynamic
Ability to handle stressful situations
Proactive follow-up and problem resolution
Key Requirements
High School Diploma or equivalent
1+ years securities industry or related work experience preferred