Client Service Associate- Peoria, IL

Overview

Celebrating more than 60 years of service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is motivated, detail oriented, and a creative problem solver. This role provides high quality administrative support to Financial Advisors, their prospective and existing clients, and branch staff. The ideal candidate communicates effectively across multiple platforms (phone, email, in-person, virtual) and can organize, manage, and track multiple tasks with changing priorities in a fast-paced environment.

• Service a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients via phone, in-person, virtual, and mailings.
• Provide crucial support to financial advisors and the branch office, working independently and within a dynamic team.
• Process client financial transactions and expenses with a high level of organization and accuracy, including expense reports for financial advisors and the branch.
• Open new client accounts and research client and security information using internal databases and other technologies.
• Ensure client paperwork and documentation are accurate prior to submission; follow up to ensure timely completion.
• Prepare letters, forms, and reports to service existing clients and prospect for new clients.
• Prepare business summary reports and client-specific reporting as needed for review by the financial advisor.
• Create and maintain records and files using Client Relationship Management (CRM) software.
• Assist Financial Advisors with marketing efforts including seminars and other client-facing events.
• May enter orders at the direction of the Financial Advisor.
• Engage in available training, cross-training, and professional development to stay current on firm and industry policies and procedures.
• Perform other duties and responsibilities as assigned.

• Company’s working structure, policies, mission, and strategies.
• General office practices and procedures.
• 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 and 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 communications, spreadsheets, and databases.
• Analyze and research account information.
• Organize, manage, and track multiple detailed tasks with changing priorities in a fast-paced environment.
• Identify time-sensitive items and manage competing priorities.
• Take initiative and follow up to ensure completion; resolve errors or questions.
• Handle stressful situations and provide high-quality customer service professionally.
• Work independently and as part of a team; communicate effectively with all organizational levels.
• Provide a high level of customer service.

• High School Diploma or equivalent; one or more years in securities industry or related work experience preferred, or equivalent combination of experience, education, and/or training as approved by Human Resources.

Bachelor’s:
Accounting, Bachelor’s:
Business Administration, Bachelor’s:
Finance, High School (Required).

General

Experience:

7 to 12 months.

$45,000.00-$55,000.00

Not specified

Resident

At Raymond James, 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 prompt, pragmatic choices with the client in mind, take ownership and accountability for delivering results, and contribute to the firm’s continuous evolution.

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