Client Service Associate

Job Description Summary

McLinden Financial is a diverse team, united behind our clients’ goals. We believe in hard work, integrity, and a collaborative approach to each day. We are seeking a Client Service Associate with shared values to join our team.

The ideal candidate is detail-oriented, professional, and can work independently as well as part of a team. They are a lifelong learner and share our client-centric vision. We offer a competitive benefits package and an environment for professional and personal development.

By joining us, you’re joining a team who cares!

• Services daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients

• Works both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office

• Opens new client accounts, process money movement, and researches information as needed

• Ensures client paperwork and documentation is accurate 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 various 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

• Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on 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

• Basic investment concepts, practices and procedures used in the securities industry

• Financial markets, products and industry regulations

• Client Relationship Management (CRM) software

• Microsoft Office

• Effective communication (in-person, virtual, phone and mail)

• Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases

• Analyze and research account information

• Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment

• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns

• Handle stressful situations and provide a high level of customer service in a calm and professional manner

• Analyze problems and establish solutions in a fast-paced environment

• Use mathematics sufficient to process account and transaction information

• Use appropriate interpersonal styles and communicate effectively

• Work both independently and as part of a team

• Provide a high level of customer service

• 3+ years of industry experience

• Series 7 preferred

• Bachelor’s degree preferred

Onsite

Less than 10% - which may include continuing education and conferences

• Medical Insurance
• Retirement
• PTO

Mc Linden Financial  and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes, but is not limited to, Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

PLEASE NOTE:

The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Less than 25%

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity),…