Lexington, Kentucky, United States · On-site
Job Description Summary Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to…
Skills: Client Relationship Management (CRM), Microsoft Excel, Financial Transaction Processing, Account Opening, Customer Service
Lexington, Kentucky, United States · On-site
NationsBenefits is recognized as one of the fastest-growing companies in America and a Healthcare Fintech provider of supplemental benefits, flex cards, and member engagement solutions. We partner with managed care organ…
Skills: Customer Service, Sales, Retail Experience, Appointment Scheduling, Outbound Calling
Lexington, Kentucky, United States · On-site
Join our Renewal by Andersen of Lexington, KY Inside Sales Center Team! RbA is the exclusive start-to-finish retail window and patio door replacement division of Andersen Corporation -the most recognized window brand in …
Skills: Call Center Operations, Customer Service, Active Listening, Communication Skills, Organization
Lexington, Kentucky, United States · On-site
Description Job Title: Consumer and Mortgage Lending Relationship Manager FLSA Status: _x__ Exempt ___ Non-Exempt Job Code: 527 EEO Job Category: 1 Reports to: SVP of Consumer Lending Job Grade: 18 Revision Date: 2026 Ba…
Skills: Lead Generation, Client Advising, Document Processing, Pipeline Management, Regulatory Compliance
Lexington, Kentucky, United States · Hybrid
$31k–$36k/yr
Description Every Girl Scout has a story. Some are just beginning their journey, and others carry the lessons of Girl Scouting with them for a lifetime. As our Alumni and Annual Fund Coordinator, you'll help connect thos…
Skills: Fundraising, Donor Stewardship, Alumni Engagement, Event Planning, CRM Management
Lexington, Kentucky, United States · On-site
Description Position Summary The Administrative Assistant provides front desk support to the branch manager and sales staff in a branch environment by greeting visitors and managing phone calls and inquiries. Responsibil…
Skills: Canva, Video Editing, Social Media Management, Microsoft Office, Customer Service
Lexington, Kentucky, United States · On-site
Benefits: Gym Membership Opportunity for advancement Training & development Employee discounts Position Summary The Group Fitness Instructor (GFI) serves as an ambassador of the club's fitness culture by delivering engag…
Skills: Group Fitness Instruction, Exercise Science, Fitness Programming, Leadership, Communication
Lexington, Kentucky, United States · On-site
The Group Fitness Coordinator (GFC) is the club leader for all Group Fitness activities including but not limited to class schedules, instructor schedules, and training. The GFC will promote diversity and acceptance and …
Skills: Staff Management, Scheduling, Recruitment, Payroll Administration, Conflict Resolution
Lexington, Kentucky, United States · On-site
Overview Family Practice Associates was founded by Dr. Jeffrey Foxx in 1983 and has grown to one of the largest family practice groups in Central Kentucky. Today FPA is a group of primary care providers who are dedicated…
Skills: Customer Service, Patient Registration, Insurance Verification, Medical Scheduling, Payment Collection
Lexington, Kentucky, United States · On-site
Overview Pay range $45 - $57.93 per hour but negotiable depending on experience. Work for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year …
Skills: Scaling, Prophylaxis, X-rays, Sealant application, Fluoride application
Lexington, Kentucky, United States · On-site
Goodwill Industries of Kentucky is looking for a high energy, positive attitude, team-minded Cashier to join our team! This position is essential for the success of our retail store operation. The ideal candidate will su…
Skills: Cash Handling, Customer Service, Point Of Sale, Inventory Processing, Stocking
Lexington, Kentucky, United States · On-site
Description Goodfellas Pizzeria is known for serving authentic New York-style pizza in a fun, fast-paced environment. We take pride in using the highest quality ingredients and delivering exceptional guest service. We va…
Skills: Pizza Cooking, Food Safety, Guest Service, Kitchen Organization, Time Management
Lexington, Kentucky, United States · On-site
Goodwill Industries of Kentucky is looking for a high energy, positive attitude, team-minded Cashier to join our team! This position is essential for the success of our retail store operation. The ideal candidate will su…
Skills: Cash Handling, Customer Service, Point Of Sale (POS), Inventory Processing, Stocking
Lexington, Kentucky, United States · On-site
We are seeking a detail-oriented and proactive O&M Administrator to support our Operations & Maintenance team. This role is critical in ensuring efficient system performance, excellent customer service, and timely issue …
Skills: Helpdesk Management, RMA Coordination, System Performance Monitoring, Customer Service, Troubleshooting
Lexington, Kentucky, United States · On-site
Overview Work for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves acces…
Skills: Customer Service, Insurance Verification, Patient Scheduling, Medical Billing, Front Office Management
Lexington, Kentucky, United States · On-site
Goodwill Industries of Kentucky is looking for a high energy, positive attitude, team-minded Production Clerk to join our team! This position is essential for the success of our retail store operation. The ideal candidat…
Skills: Customer Service, Sorting, Grading, Inventory Processing, Stocking
Lexington, Kentucky, United States · On-site
$78k–$80k/yr
Role: By emphasizing ONE Park, ONE Mission, One Team, the Branch Manager I leads the branch in fostering a member-centric culture focused on delivering an exceptional employee and member experience. This role involves di…
Skills: Staff Coaching, Financial Guidance, Performance Evaluation, Relationship Building, Compliance Monitoring
Lexington, Kentucky, United States · On-site
SUMMARY: The Registrar registers all patients in accordance with the Registration policy and procedure manual; maintains a positive relationship with patients, family members, other visitors and fellow employees; perform…
Skills: Patient Registration, Cashiering, Insurance Filing, Bill Processing, Communication Skills
Lexington, Kentucky, United States · On-site
The Dining Event Manager plays a vital role in the execution of Keeneland’s dining room service and special event operations across Race Meets, Sales, and year-round hospitality functions. This role supports both f…
Skills: Front-of-house Leadership, Event Management, Staff Supervision, Guest Relations, Time Management
Lexington, Kentucky, United States · On-site
$3k–$4k/mo
Title: Dual Credit Administrative Coordinator (Student Support Specialist III) Salary Range: $3,490 - $4,363 per month Contract Term Length: 12 Months Standard Hours: 37.5 Work Location: On-Site FLSA Status: Non-Exempt C…
Skills: Written Communication, Verbal Communication, Interpersonal Communication, Organizational Skills, Attention To Detail
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Provide high-quality 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 reporting.
Requires a high school diploma and prefers one or more years of experience in the securities industry or a related field. Candidates must possess strong organizational skills and proficiency in CRM software and Microsoft Excel.
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
There are currently 1,025 open customer service & support positions in Lexington, KY listed on Clera. New openings are added daily as companies post roles.
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