Practice Business Coordinator-Chattanooga, TN

Responsibilities

• Assists with the creation of client focused business development strategies, maintaining and expanding referral sources including the coordination of target marketing campaigns.
• Works independently to source and develop new client relationships to enable financial advisors to meet sales goals.
• Assists with planning and coordinating special projects for practice to include client events for prospective clients that result in a return on investment.
• Assists with prospective clients, provides consultation and education regarding the Raymond James and Associates platform.
• Participates in conference calls and meetings with clients to understand their finances and to address issues, interests and concerns.
• Supports delivery of the client experience, including maintaining administrative procedures as well as coordinating execution of client requests.
• Researches and resolves moderately complex problems relating to client accounts and inquiries.
• Maintains expertise in practice management tools and resources, client reporting and compliance practices.
• Maintains strong relationships with key business partners both internal and external.
• Maintains a prospective client database, gathering information and data on prospective clients.
• Assists with preparation of analyses and generates proposals for prospective clients.
• Coordinates/oversees the transition process for new client transition of accounts with other functional areas to ensure a professional process from initial client contact through transition of accounts ensuring proper execution of every step of the new client onboarding process.
• Partners with home office departments to leverage product sales and generate new business opportunities for financial advisors and to coordinate branch-home office workflow.
• Responds to requests from Financial Advisors who need assistance in selling products.
• May assist with continuing education of team members.
• Performs other duties and responsibilities as assigned.

• Associate’s degree and five years’ experience in financial services industry or related field

~or~

• Bachelor’s degree and one to two years’ experience in the financial services industry

~or~

• An equivalent combination of experience, education and/or training as approved by Human Resources

• SIE required provided that an exemption or grandfathering cannot be applied
• Series 7
• Series 63, 65 and/or 66 as required by state