Raymond James

Client Service Associate (Lakewood Ranch, FL)

Lakewood Ranch, Florida - United States, USA

Sponsorship not specifiedDetected 1 day ago

CRMExcelCustomer SupportResearchCommunication

About the role

Come grow with us and see where a career at Raymond James could take you!
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.
With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
Performs other duties and responsibilities as assigned.

Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
High School (HS) (Required)

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

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

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

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
Company's working structure, policies, mission, and strategies.

This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.