Client Service Associate-bluffton, Sc

Willenborg Wealth Management

Bluffton, SC, US
Remote
Assist financial advisors
Provide quality client service
Process client financial transactions
Raymond James is seeking a Client Service Associate in Bluffton, SC, to support Financial Advisors and clients by providing quality service and administrative support. The ideal candidate should be detail-oriented, possess strong communication skills, and be adept at managing 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.
  • We expect our associates at all levels to: Grow professionally and inspire others to do the same; Work with and through others to achieve desired outcomes; Make prompt, pragmatic choices and act with the client in mind; Take ownership and hold themselves and others accountable for delivering results that matter; Contribute to the continuous evolution of the firm.

Matching Summary

Match Score: 85

Raymond James is seeking a Client Service Associate in Bluffton, SC, to support Financial Advisors and clients by providing quality service and administrative support. The ideal candidate should be detail-oriented, possess strong communication skills, and be adept at managing multiple tasks in a fast-paced environment.

Skills & Requirements

Must-have

  • Assist Financial Advisors
  • Provide quality client service
  • Process client financial transactions
  • Open new client accounts
  • Maintain client paperwork
  • Prepare business reports
  • Utilize CRM software

Nice-to-have

  • Detail oriented
  • Creative problem solver
  • Effective communication skills
  • Organize multiple tasks
  • Fast-paced environment

Key Requirements

  • High School Diploma or equivalent
  • 1+ years securities industry experience preferred
  • Securities Industry Essentials Exam (SIE)

Work Rights

Not specified

Tailored Resume

Cover Letter