Leads defined work or projects of broad scope and complexity to personal trust accounts, resolving or recommending solutions to complex problems
Job Summary
Leads defined work or projects of broad scope and complexity to personal trust accounts, resolving or recommending solutions to complex problems.
Develop and implement relationship management plans for complex existing client accounts to identify and build relationships with relevant decision-makers and influencers.
At Raymond James, associates use five guiding behaviors to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
Matching Summary
Leads defined work or projects of broad scope and complexity to personal trust accounts, resolving or recommending solutions to complex problems.
Skills & Requirements
Must-have
Analyze and evaluate financial products
Manage customer relationships
Interpret laws and regulations
Resolve complex accounting issues
Nice-to-have
Orient organization around client needs
Make every client interaction positive
Inspire professional growth in others
Key Requirements
3 to 6 years general experience
Bachelor's degree in Accounting, Business Administration, or Finance