Client Service Associate- Rockford, IL

Overview

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- Rockford, IL role at Raymond James
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Job summary:

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 provides high quality/high touch administrative support to Financial Advisors, their prospective and existing clients, and other branch staff.

• 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 independently and within a dynamic team to provide crucial support to financial advisors and the branch office.
• With a high level of organization and accuracy, processes client financial transactions and advisor/branch office expenses and expense reports.
• Opens new client accounts and researches client and security information using internal databases and other technologies.
• 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 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 training/cross-training and educational/professional development opportunities to stay current on firm and industry policies and procedures.
• Performs other duties and responsibilities as assigned.

• Company’s working structure, policies, mission, and strategies.
• General office practices, procedures, and methods.
• Investment concepts, practices and procedures used in the securities industry.
• Financial markets, products and industry regulations.

• Client Relationship Management (CRM) software, or similar contact management software.
• Excel, including developing spreadsheets for ongoing reporting.
• Effective communication across multiple client interaction platforms (in-person, virtual, phone and mail).

• Operate standard office equipment and required software to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Analyze and research account information.
• Organize, manage, and track multiple, detailed tasks with changing priorities and deadlines.
• Identify time sensitive items and assess competing priorities.
• Take initiative and follow up to ensure completion; resolve errors, questions or concerns.
• Handle stressful situations and provide high level customer service calmly and professionally.
• Analyze problems and establish solutions in a fast-paced environment.
• Use mathematics to process account and transaction information.
• Communicate effectively with all organizational levels, in person and virtually.
• Work independently and as part of a cohesive team.
• Provide a high level of customer service.

• High School Diploma or equivalent and one 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.

Bachelor’s:
Accounting, Bachelor’s:
Business Administration, Bachelor’s:
Finance; HS Required.

General Experience - 7 to 12 months

$45,000.00-$55,000.00

Not specified

Resident

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.

We expect our associates at all levels to grow professionally, work with others to achieve outcomes, make pragmatic client-focused choices, take ownership and accountability, and contribute to the firm s evolution.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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