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Raymond James · 2 days ago

Client Service Associate (Wealth Management)

Rochelle Park, NJ

Full-time

Onsite

Senior Level, Lead/Staff

$45K/yr - $85K/yr

15+ years exp

Raymond James is a financial services firm that offers investment consulting and financial planning services. They are seeking a Client Service Associate to provide administrative support to financial advisors and assist with daily client inquiries, account management, and documentation accuracy.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Hiring Manager

Leslie S, PHR, SHRM CP

Responsibilities

Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients

Work both independently and within a dynamic 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 letters, forms, and reports to assist with servicing existing clients and prospecting for new clients

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

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

Qualification

Client Relationship Management (CRM) softwareFinancial markets knowledgeMicrosoft OfficeEffective communicationCustomer serviceProblem-solvingTeamworkTime management

Required

Bachelor's degree

More than 15 years of general experience

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

Knowledge of general office practices, procedures, and methods

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

Knowledge of financial markets, products and industry regulations

Skill in Client Relationship Management (CRM) software

Skill in Microsoft Office

Effective communication skills (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

Ability to analyze and research account information

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

Ability to take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns

Ability to handle stressful situations and provide a high level of customer service in a calm and professional manner

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

Ability to use mathematics sufficient to process account and transaction information

Ability to use appropriate interpersonal styles and communicate effectively

Ability to work both independently and as part of a team

Ability to provide a high level of customer service