Client Service Associate

Job Description SummaryKarsten Financial Group employs thoughtful service and tailored strategies, with our clients’ needs at the center. As we evolve, we are seeking a Client Service Associate who shares our vision and values. The ideal candidate has experience in the financial industry, thrives in a team environment, has a strong work ethic, and is detail oriented.Are you ready to work hand in hand with us? Apply today to join your new team!Job DescriptionEssential Duties and ResponsibilitiesService daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clientsWork both independently and within a team environment to provide administrative support to the financial advisors and branch officeOpen new client accounts, process money movement, and research information as neededEnsure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completionPrepare various business summary reports and client-specific reporting as needed for review by the financial advisorCreate and maintain records and files utilizing Client Relationship Management (CRM) softwareAssist with compliance documentation and recordkeepingAssist with marketing and client eventsActively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and proceduresPerforms other duties and responsibilities as assignedKnowledge, Skills, And AbilitiesKnowledge ofCompany’s working structure, policies, mission, and strategiesGeneral office practices, procedures, and methodsBasic investment concepts, practices and procedures used in the securities industryFinancial markets, products and industry regulationsSkill inClient Relationship Management (CRM) softwareMicrosoft OfficeEffective communication (in-person, virtual, phone and mail)Ability toOperate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databasesAnalyze and research account informationOrganize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environmentTake initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concernsProvide a high level of customer service in a calm and professional mannerUse mathematics sufficient to process account and transaction informationUse appropriate interpersonal styles and communicate effectivelyWork both independently and as part of a teamProvide a high level of customer serviceExperience And LicensesOne (1) or more years securities industry or related work experience preferredSIE, series 7 & 66 preferredKarsten Financial Group 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 a 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.EducationHigh School (HS) (Required)Work ExperienceGeneral Experience - 13 months to 3 yearsCertificationsTravelLess than 25%WorkstyleResidentThe 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 firmAt 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.