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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.
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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.
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None requiredRaymond James Guiding BehaviorsAt 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.
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With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
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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 Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
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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. Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
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Client Relationship Management (CRM) software, or similar contact management software. Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail.
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Raymond James Guiding Behaviors 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.
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Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. May participate in live meetings with the Financial Advisor and their respective client(s.
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For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
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Opens new client accounts and researches client and security information using internal databases and other technologies. Come grow with us and see where a career at Raymond James could take you.
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Make prompt, pragmatic choices and act with the client in mind. SIE, Series 7, Series 63, 65 and/or 66 preferred, or ability to obtain with 6 months. May enter orders at the direction of the Financial Advisor.
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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.
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Assists Financial Advisors with marketing efforts including seminars, mail and other client-facing events. Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
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Use mathematics sufficient to process account and transaction information. Contribute to the continuous evolution of the firm. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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client associate jobs Title: associate client Company: Raymond James in East-hartford, Connecticut
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