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Raymond James · 2 days ago

Client Relationship Manager

El Dorado, KS

Full-time

Onsite

Mid Level

3+ years exp

Raymond James is a company that values client-focused approaches, and they are seeking a Client Relationship Manager to foster and deepen client relationships. The role involves managing client interactions, supporting firm growth, and preparing financial reports while participating in marketing efforts and professional development opportunities.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Hiring Manager

Leslie S, PHR, SHRM CP

Responsibilities

Manage and deepen client relationships with effective communication and personalized attention in every interaction

Support the firm’s growth

Enter trades, orders, and rebalances as requested

Schedule, attend, and facilitate client meetings

Manage referrals effectively

Prepare financial reports, spreadsheets, and other materials for client meetings

Create and maintain records and files utilizing Client Relationship Management (CRM) software

Participate in marketing efforts including seminars and other client-facing events

Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures

Qualification

Client Relationship Management (CRM) softwareFinancial planning softwareSecurities Industry Essentials Exam (SIE)Microsoft Office SuiteEffective communicationInvestment conceptsFinancial markets knowledgeTrading terminologyAnalyze problemsTeamwork

Required

High School (HS) (Required)

General Experience - 3 to 6 years

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Knowledge of Company's working structure, policies, mission, and strategies

Knowledge of Managed account platforms

Knowledge of General office practices, procedures, and methods

Knowledge of Investment concepts, practices, and procedures used in the securities industry

Knowledge of Financial markets, products, and industry regulations

Knowledge of Trading terminology

Knowledge of Financial planning software

Skill in Client Relationship Management (CRM) software

Skill in Microsoft Office Suite

Skill in Effective communication (in-person, virtual, phone, and mail)

Ability to Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases

Ability to Analyze and research account information

Ability to Handle stressful situations and provide a high level of client attention in a calm and professional manner

Ability to Analyze problems and establish solutions in a fast-paced environment

Ability to Use appropriate interpersonal styles and communicate effectively

Ability to Work both independently and as part of a cohesive team

Ability to Demonstrate competence, dependability, and responsibility