Raymond James
Client Service Associate
Saint Louis, Missouri - United States, USA
Sponsorship not specifiedDetected 1 day ago
CRMExcelCustomer SupportResearchCommunication
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odds of building a lasting career here
33Risky
Cap-exempt (no lottery)0
Sponsors this role65
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- Summary Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service.
- 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.
Responsibilities
- 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.
Requirements
- High School (HS) (Required)
Skills
- Opens new client accounts and researches client and security information using internal databases and other technologies.
Compensation
- 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.
Benefits
- 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.
Company info
- Company's working structure, policies, mission, and strategies.
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This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.