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Raymond James · 4 days ago

Client Relationship Associate

Jackson, MI

Full-time

Onsite

Entry Level

1+ years exp

Raymond James is a client-focused team dedicated to serving others. The Client Relationship Associate will foster and deepen client relationships while providing operations and service support to the branch.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

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

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

Open new client accounts, process money movement, and research information as needed

Support the firm’s growth

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

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 firm and industry policies and procedures

Qualification

Client Relationship Management (CRM)Investment conceptsFinancial markets knowledgeMicrosoft Office SuiteEffective communicationProblem analysisStress managementTask organizationOffice equipment operationSoftware familiarityResearch skillsTeam collaborationInitiative

Required

High School (HS)

General Experience - 13 months to 3 years

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

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

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 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 Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases