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Raymond James · 1 week ago

Relationship Management Support Specialist, RCS

St. Petersburg, FL

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Raymond James is a financial services firm seeking a Relationship Management Support Specialist to support the RCS Relationship Management team. The role involves managing client relationships, executing relationship strategies, and collaborating with various internal teams to drive client loyalty and grow RCS client relationships.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Supports all aspects of territory management, administration and reporting

Assists with the execution of relationship strategies and strategic communications

Manages all aspects of client-specific pricing and expense billing, including maintaining pricing schedules across systems, resolving operational and billing issues, and ensuring accuracy and compliance through quality checks

May attend client meetings, conferences or host prospects during Home Office Visits (HOV)

Manages Advisor Choice process, including aspects of RCS platform due diligence

Spearheads post-transition engagement with internal and external firms new to RCS

Directs all aspects of client firm level changes including mergers, reorganizations, or branding

Prepares materials for in person client meetings

Maintains SalesForce CRM data

Coordinates aspects of the RCS Events & Education strategy

Manages product partner relationships

Coordinates education sessions with internal business partners for relationship team

Uses applications to promote team communication and maintains calendars

Performs other duties and responsibilities as assigned

Qualification

SalesForce CRM experienceData analysis toolsEvent PlanningMicrosoft Office suiteBilling systems knowledgeOrganizational skillsCommunication skillsTeam collaborationProblem-solvingPresentation skillsTime management

Required

Bachelor's Degree from a four year college or university with three (3) to five (5) years of experience in custody, clearing, marketing, or other financial services environment

Any equivalent combination of experience, education, and/or training as approved by Human Resources

Series 7 & Series 63

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

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

Basic concepts, practices and procedures of custody and clearing firms

Billing systems, pricing structures and fee schedules

Event Planning and field marketing communications

Organizing resources, creating presentations and presenting virtually

Implement standards for processes and procedures for efficient and timely work flow

Following-up to ensure resolution and completion of tasks

Microsoft Office suite including PowerPoint, Word, Publisher, etc

SalesForce CRM experience