Waukesha, Wisconsin, United States · On-site
Job Description Summary Job Description 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 …
Skills: Client Relationship Management (CRM), Microsoft Excel, Financial Transaction Processing, Account Opening, Customer Service
Coeur d'Alene, Idaho, United States · On-site
Job Description Summary Job Description Job Summary Under direct supervision, uses general knowledge and skills obtained through training and experience to assist financial advisors with marketing efforts. General instru…
Skills: Mass Mailings, Client Outreach, Seminar Coordination, Appointment Setting, Lead Management
Denver, Colorado, United States · Hybrid
$75k–$125k/yr
Job Description Summary Note: This position will follow our hybrid work model, we expect the selected candidate to be in office 50% of the total number of business days in a given month at one of the following offices: S…
Skills: HP NonStop COBOL85, HPNS SQL/MX, SQL/MP, Pathway Servers, Tandem Guardian OS
Houston, Texas, United States · On-site
Job Description Summary Under general supervision, uses general knowledge and skills obtained through training and experience to process money movement of client funds. General instructions and procedures are provided to…
Skills: Money Movement, Client Onboarding, Administrative Support, Securities Transactions, Document Management
Cottonwood Heights, Utah, United States · On-site
Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-…
Skills: Client Relationship Management, Financial Reporting, Portfolio Rebalancing, Account Onboarding, Microsoft Excel
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Job Description Investment Central, a specialized department at the Raymond James home office, provides exceptional service to Raymond James’ clients. Although we operate as a home office departme…
Skills: Leadership, Brokerage Operations, Client Experience Management, Staffing, Trade Execution
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Job Description Raymond James is seeking a Product Partner Relationship Manager to strengthen strategic relationships with leading investment product partners, including mutual fund, ETF, annuity …
Skills: Relationship Management, Investment Product Knowledge, Financial Analysis, Negotiation, Project Management
Saint Petersburg, Florida, United States · On-site
Job Description Summary Utilizes specialized expertise gained through experience and/or training to support the management of assigned tasks, ensuring operational efficiency and productivity improvements through collabor…
Skills: Risk Assessment, Bank Product Reconciliation, Data Analysis, Auditing & Compliance, Detail-Oriented Thinking
Arlington, Virginia, United States · Hybrid
$90k–$120k/yr
Job Description Summary Our team is driven by the motivation to help our clients achieve their goals with professional skill and a personalized approach. As our team grows, we are seeking an Associate Advisor who shares …
Skills: Client Relationship Management, Trading, Financial Planning, CRM Software, Microsoft Office Suite
Washington, District of Columbia, United States · On-site
$55k–$80k/yr
Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-…
Skills: Client Relationship Management, Financial Reporting, Portfolio Rebalancing, Account Onboarding, Asset Transfer Processing
Knoxville, Tennessee, United States · On-site
Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-…
Skills: Client Relationship Management (CRM), Goal Planning Software, Microsoft Excel, Financial Trading, Client On-boarding
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Job Description Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training, or certification to build GPM plans for Financial Advisors. While…
Skills: Financial Planning, MoneyGuidePro, Tax Planning, Estate Planning, Retirement Income Planning
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary We are seeking a highly experienced and visionary Principal Engineer to provide technical leadership and drive architectural excellence across our enterprise data platforms. This role requires dee…
Skills: Python, Oracle Database, CI/CD, Kubernetes, Distributed Systems
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Helps end-users resolve issues with computer hardware or software. Responds to user inquiries, troubleshoots and diagnoses problems and identifies solutions with IT equipment and applications. Job…
Skills: Hardware Troubleshooting, Software Troubleshooting, Technical Support, Customer Service, Operating Systems
Birmingham, Michigan, United States · On-site
Job Description Summary Participate in developing investment recommendations for portfolio manages relating to existing and potential investments, through developing and amending quantitative models to analyze and foreca…
Skills: Portfolio Analysis, Asset Allocation, Financial Modeling, Market Research, Investment Strategy
Carlsbad, California, United States · On-site
$70k–$81k/yr
Job Description Job Description Job Summary The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. …
Skills: Prospecting, Networking, Financial Planning, Investment Analysis, Client Relationship Management
Illinois, United States · Remote OK
$100k–$150k/yr
Job Description Summary Job Description While we prefer this role to be based in our St. Petersburg, FL office with a hybrid work arrangement, we are open to considering qualified candidates for a remote workstyle based …
Skills: Workday Reporting, Workday Prism, Matrix Reports, Composite Reports, SQL
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Coordination of project processes and/or activities (or part of a project). Job Description This position will follow our hybrid work model; we expect the selected candidate to work 3 days a week …
Skills: Project Coordination, Business Requirements Documentation, Process Mapping, Stakeholder Management, Risk Management
St. Louis, Missouri, United States · On-site
Job Description Summary Job Description Responsibilities Partners with Financial Advisor to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis.Evaluates o…
Skills: Financial Planning, Retirement Planning, Estate Planning, Risk Management, Financial Analysis
Southfield, Michigan, United States · Hybrid
Job Description Summary Hybrid Schedule: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per mon…
Skills: Data Entry, Phone Support, Problem Resolution, Document Processing, Compliance Monitoring
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Provide high-touch administrative support to Financial Advisors and clients, including processing financial transactions and opening new accounts. Manage daily client interactions, maintain CRM records, and assist with marketing efforts and business reporting.
Requires a high school diploma and preferably 1 to 3 years of experience in the securities industry or a related field. Candidates must be proficient in CRM software and Excel with strong organizational and communication skills.
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 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!
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 both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
Opens new client accounts and researches client and security information using internal databases and other technologies.
For proper maintenance and to meet firm and industry requirements, 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 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.
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 available training/cross-training and educational and/or professional development opportunities to remain 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 as needed and for ongoing reporting.
Effective communication across multiple client interactive platforms (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.
Identify time sensitive items and assess competing priorities.
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, both orally and in writing, with all organizational levels, in person and virtually.
Work both independently and as part of a cohesive team.
Provide a high level of customer service.
High School Diploma or equivalent and one (1) 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.
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
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 and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At 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.
#LI-AC1Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Offices: 880 Carillon Parkway, St. Petersburg, Florida 33716, US
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Offices: 880 Carillon Parkway, St. Petersburg, Florida 33716, US
