Sr. Client Service Associate-Memphis, TN
- Memphis, Tennessee, United States
- Memphis, Tennessee, United States
Über
Job Description Summary
Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision making responsibility. Extensive contact with internal and external clients to resolve most questions and problems and refers new or unusual issues to a higher level.Job Description
Job Summary
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. 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
Essential Duties and Responsibilities
• Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
• Opens new client accounts, researches client and security information and tracks daily contacts for team using internal databases and other technologies.
• With a high level of organization and attention to detail, processes documents for insurance
purchases, review close outs, distributions and Roth IRA conversions, as well as maintenance of 529 accounts for clients and college payments.
• Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
• Oversees the process of outside
Sprachkenntnisse
- English
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