US-FL-Orlando-Orlando
Client Service Associate-2401267
Description
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. 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. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
Job Summary
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.
Essential Duties and Responsibilities
Qualifications
Company's working structure, policies, mission, and strategies.
Knowledge, Skills, and Abilities
Knowledge of
Client Relationship Management (CRM) software, or similar contact management software.
Skill in
Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Ability to
High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred.
Educational/Previous Experience Requirements
Education/Previous Experience
None required
Licenses/Certifications
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels toAt Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job
Administrative & Support Services
Primary Location
US-FL-Orlando-Orlando
Organization
Eastern
Schedule
Full-time
Shift
Day Job
Travel
No#LI-LS1