Top 18 Client services associate Jobs in Spokane, Wa

Client Service Associate (Spokane, WA)
Raymond James Financial, Inc. —Spokane, WA
- $45,000 - $65,000 a year
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
Client Service Associate - Non-Registered
Stifel —Spokane, WA
- $45,000 - $59,000 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Client Service Representative Receptionist
VCA Animal Hospitals —Mead, WA
- $17.50 - $18.50 an hour
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
8d
Client Associate/Registered Client Associate
Royal Bank of Canada —Spokane, WA
- $40,000 - $70,000 a year
- Full-time
- Sales
- Research
- Office
- Disability insurance
- Health insurance
2d
Private Wealth Client Associate
Bank of America —Spokane, WA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
2h
Associate Client Manager - Crop Insurance
Marsh McLennan Agency-Northwest —Spokane, WA
- $41,200 - $76,800 a year
- Full-time
- Mid-level
- Office
- Quality control
- Profit sharing
- Paid parental leave
Client Relations Advisor
Priority Tax Relief —Spokane, WA
- $20 - $23 an hour
- Full-time
- Office
- Finance
- 1 year
- Health insurance
- Dental insurance
Quick Apply
Data & AI Solutions Evangelist – Microsoft Focus (Client Enablement | Technical Evangelism | Technical Marketing Enginee
Cerium Networks Inc —Spokane, WA
- $100,000 - $125,000 a year
- Computer science
- Computer Science
- Marketing
- Wellness program
- AD&D insurance
Quick Apply
8d
Client Services Representative
Mechanics Bank —Spokane Valley, WA
- $20.29 - $34.49 an hour
- Full-time
- Mid-level
- Office
- Residential
- Free parking
- Commuter assistance
7h

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Client Service Associate (Spokane, WA)

Raymond James Financial, Inc. -
Spokane, WA

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Job Details

Full-time
$45,000 - $65,000 a year

Benefits

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

Qualifications

Customer records maintenance
Investment advisory support
Correspondence management
Email customer support
Account maintenance
Financial transaction processing
Phone communication
Spreadsheets
Writing skills
Service scheduling
Filing
Client file management
Executive administrative support
Research
Data summary reports
High school diploma or GED
Meeting scheduling
Managing clients in a customer support role
Client database systems
Math
Expense reports
Financial records management
Task prioritization
Investment account customer support
Desktop applications
Prospecting
Productivity software
Order processing
Customer information system software
Account management

Full Job Description

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 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!

Essential Duties and Responsibilities

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.

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.

Excel, including 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.

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.

Education/Previous Experience

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.

Education

High School (HS)

Work Experience

General Experience - 0 to 3 months

Certifications

Salary Range

$45,000.00-$65,000.00

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-DW

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Refine Your Search

client services associate jobs in spokane, wa

Client Service Associate (Spokane, WA)

Client Service Associate - Non-Registered

Client Service Representative Receptionist

Client Associate/Registered Client Associate

Private Wealth Client Associate

Associate Client Manager - Crop Insurance

Client Relations Advisor

Data & AI Solutions Evangelist – Microsoft Focus (Client Enablement | Technical Evangelism | Technical Marketing Enginee

Client Services Representative

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