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Client Service Associate
Raymond James Financial, Inc. —Albuquerque, NM
- Full-time
- Writing skills
- Research
- Office
- Paid holidays
- Health insurance
Investment Portfolio Associate (Maite, Guam)
Raymond James Financial, Inc. —Maite, GU
- Full-time
- Writing skills
- No experience needed
- Mid-level
- Paid holidays
- Health insurance
Registered Client Service Associate
Raymond James Financial, Inc. —Manassas, VA
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Financial Planning Associate
Raymond James Financial, Inc. —Bend, OR
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Branch Operations Manager-Charleston, SC
Raymond James Financial, Inc. —Columbia, SC
- Full-time
- Up to 50% travel
- Research
- Mid-level
- Paid holidays
- Health insurance
Branch Operations Manager - Newtown, PA
Raymond James Financial, Inc. —Newtown, PA
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Wealth Planning Associate
Raymond James Financial, Inc. —Issaquah, WA
- $55,000.00 - $110,000.01 a year
- Full-time
- 5 years
- Research
- Mid-level
- Profit sharing
- Paid holidays
Associate Wealth Advisor
Raymond James Financial, Inc. —Scottsdale, AZ
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
7d
Registered Wealth Management Advisor
Raymond James Financial, Inc. —Altoona, PA
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid holidays
Registered Client Service Associate (Frisco, TX)
Raymond James Financial, Inc. —Frisco, TX
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
Part-Time Client Service Associate
Raymond James Financial, Inc. —Altoona, PA
- 8 hour shift
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Client Service Associate-Portland, ME
Raymond James Financial, Inc. —Portland, ME
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
9d
Senior Backend Engineer (Oracle-PL/SQL/Java)
Raymond James Financial, Inc. —Saint Petersburg, FL
- Weekends as needed
- Hybrid work
- Computer Science
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Operations Manager
Raymond James Financial, Inc. —Bloomington, MN
- $35,568 - $100,000 a year
- Full-time
- 5 years
- Research
- Mid-level
- Paid holidays
- Health insurance
7d
Registered Client Associate
Raymond James Financial, Inc. —Scottsdale, AZ
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
7d
Branch & Concierge Operations Supervisor I Licensing Required
Raymond James Financial, Inc. —Southfield, MI
- Full-time
- Hybrid work
- Office
- High school diploma or GED
- Travel
- Paid holidays
- Health insurance
14d
Client Services Team Manager
North Atlantic Investment Partners, LLC. - Raymond James Financial Services, Inc. —Newton Lower Falls, MA
- $100,000 - $140,000 a year
- Full-time
- Office
- Math
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Associate Wealth Advisor
Raymond James Financial, Inc. —Brea, CA
- $70,304 - $110,000 a year
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid holidays
Senior Business Analyst, Technology
Raymond James Financial, Inc. —Saint Petersburg, FL
- Full-time
- Hybrid work
- Computer Science
- 5 years
- Research
- Paid holidays
- Health insurance
Client Service Associate
Raymond James Financial, Inc. —The Woodlands, TX
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
8d

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Client Service Associate

Raymond James Financial, Inc. -
Albuquerque, NM

Apply Now

Job Details

Full-time

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Opening bank accounts
Customer records maintenance
Investment advisory support
Account maintenance
Phone communication
Spreadsheets
Writing skills
Filing
Money transfers
Client file management
Series 66
Research
Meeting scheduling
Managing clients in a customer support role
Client database systems
Series 7
Math
Project management
Bachelor's degree
Managing clients in a finance role
Task prioritization
Securities Industry Essentials
Investment account customer support
Desktop applications
Organizational skills
Financial services
CRM system proficiency
Productivity software
Handling account queries
Senior level

Full Job Description

Job Description Summary

Clients are our main priority at Prevender Financial Services, and we are committed to personalized service. As we evolve, we are seeking a Client Service Associate who shares our vision and values. This impactful role will represent our firm with strong customer service, processing, and project management experience. The ideal person truly enjoys helping people, has strong organizational skills, and takes pride in their work.

Are you ready to work hand in hand with us? Read below and apply today!

Job Description

Essential Duties and Responsibilities

Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings.

Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
Open new client accounts, process money movement, and research information as needed

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 firm and industry policies and procedures.

Performs other duties and responsibilities as assigned.

Knowledge of

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.

Skill in

Client Relationship Management (CRM) software, or similar contact management software.

Microsoft 365 applications, including Excel for developing spreadsheets as needed and for ongoing reporting.

Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)

Ability to

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.

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.

Education/Previous Experience

Five (5) or more years financial industry or related work experience preferred
SIE, series 7 & 66 licenses preferred

Prevender Financial Services, LLC 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.

Education

Bachelor’s

Work Experience

General Experience - 6 to 10 years

Certifications

Travel

Less than 25%

Workstyle

Resident

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-LS1

Apply Now

Refine Your Search

raymond james jobs

Client Service Associate

Investment Portfolio Associate (Maite, Guam)

Registered Client Service Associate

Financial Planning Associate

Branch Operations Manager-Charleston, SC

Branch Operations Manager - Newtown, PA

Wealth Planning Associate

Associate Wealth Advisor

Registered Wealth Management Advisor

Registered Client Service Associate (Frisco, TX)

Part-Time Client Service Associate

Client Service Associate-Portland, ME

Senior Backend Engineer (Oracle-PL/SQL/Java)

Operations Manager

Registered Client Associate

Branch & Concierge Operations Supervisor I Licensing Required

Client Services Team Manager

Associate Wealth Advisor

Senior Business Analyst, Technology

Client Service Associate

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