Raymond James

Raymond James

Senior Client Service Associate (Daytona Beach, FL)

Daytona Beach, Florida - United States, USA · Senior

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.
  • Opens new client accounts, researches client and security information and tracks daily contacts for team using internal databases and other technologies.

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.
  • With a high level of organization and attention to detail, processes documents for insurance
  • Creates and maintains records and files utilizing Client Relationship Management (CRM)

Requirements

  • High School (HS) (Required)

Skills

  • Job Description Summary

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.

Company info

  • 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.
Apply directly at Raymond James →Create a free account for alerts like thisView Raymond James immigration profile

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