Apply on Employer Site

Raymond James · 5 hours ago

Client Service Associate - Hackensack, NJ

Hackensack, New Jersey - United States

Full-time

Onsite

Entry Level

$45K/yr - $85K/yr

1+ years exp

Raymond James is a well-established company in the Financial Services industry, seeking a motivated Client Service Associate to join their team. This role involves providing high-quality administrative support to Financial Advisors and clients, requiring excellent communication and organizational skills.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings

Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office

With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports

Opens new client accounts and researches client and security information using internal databases and other technologies

For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion

Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients

Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor

Creates and maintains records and files utilizing Client Relationship Management (CRM) software

Assists Financial Advisors with marketing efforts including seminars and other client-facing events

May enter orders at the direction of the Financial Advisor

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

Performs other duties and responsibilities as assigned

Qualification

Client Relationship Management (CRM)ExcelFinancial markets knowledgeInvestment concepts knowledgeCustomer serviceEffective communicationOrganizational skillsProblem-solving

Required

High School (HS) (Required)

General Experience - 13 months to 3 years

Preferred

College Degree Preferred

High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred or an equivalent combination of experience, education, and/or training as approved by Human Resources