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Client Service AssociateRaymond James Financial, Inc. • Franklin, Tennessee, United States
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Client Service Associate

Raymond James Financial, Inc.
  • US
    Franklin, Tennessee, United States
  • US
    Franklin, Tennessee, United States
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À propos

We believe that best-fit ideas come from collaboration and truly knowing one another - and that's what you'll find here at 1776 Financial. As we evolve, we are seeking a Client Service Associate to join our team. The ideal candidate is team-oriented, client-focused, and has experience in the financial services industry.
Look no further. Apply today to join your new team!
**Essential Duties and Responsibilities**
+ Service daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clients
+ Work both independently and within a team environment to provide administrative support to the financial advisors and branch office
+ Open new client accounts, process money movement, and research information as needed
+ Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion
+ Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
+ Create and maintain records and files utilizing Client Relationship Management (CRM) software
+ Assist with compliance documentation and recordkeeping
+ Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures
+ Performs other duties and responsibilities as assigned
**Knowledge, Skills, and Abilities**
**Knowledge of**
+ Company's working structure, policies, mission, and strategies
+ General office practices, procedures, and methods
+ Basic investment concepts, practices and procedures used in the securities industry
+ Financial markets, products and industry regulations
**Skill in**
+ Client Relationship Management (CRM) software
+ Microsoft Office
+ Effective communication (in-person, virtual, phone and mail)
**Ability to**
+ Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
+ Analyze and research
  • Franklin, Tennessee, United States

Compétences linguistiques

  • English
Avis aux utilisateurs

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