Top 10 Client services associate Jobs in Versailles, Ky

Client Service Associate
Raymond James Financial, Inc. —Lexington, KY
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
Client Service Specialist
The Glenview Trust Company —Lexington, KY
- $70,000 a year
- Full-time
- 5 years
- Research
- Mid-level
Quick Apply
6d
Wealth Management Client Associate
Bank of America —Lexington, KY
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Relationship Associate Director, Connected Devices PM (Clinical Research)
IQVIA —Lexington, KY
- $90,200 - $251,200 a year
- Full-time
- Remote
- 7 years
- Microsoft Excel
- Computer literacy
- Work from home
10d
Commercial Lines Client Advisor
Houchens Insurance Group INC. —Lexington, KY
- Full-time
- Management
- Basic math
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect
Crowe —Lexington, KY
- $142,900 - $301,300 a year
- Full-time
- 7 years
- Computer Science
- Mentoring
Quick Apply
13d

Discover related jobs

Based on your search for client services associate jobs.

Senior Print & Mail Services Specialist
Ricoh —Versailles, KY
Valid driver's license may be required based on site needs. 1-2 years of experience in office services, print production, mail services, workplace operations,…
Senior Retirement Plan Account Manager (Hybrid or Remote)
McGregor & Associates, Inc. —Lexington, KY
Complete / review data entry of census information to ensure accuracy; Checking data entry of contribution splits to ensure accuracy;
From $31 an hour
10d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We aim to provide the best client experience possible through setting and then exceeding client…
$60,000 - $70,000 a year
Quick Apply
Senior Client Relationship Representative
First Merchants Bank —Columbus, OH
Relationships through deposits, lending, digital tools, and referrals. Utilize CRM and sales tools to document activity, manage pipelines, and support incentive…
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for client services associate in versailles, ky

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services associate jobs near versailles, ky

Client Associate jobs in Lexington, KY

Client Services Specialist jobs in Lexington, KY

Client Associate jobs in Waldorf, MD

Lpc Associate jobs in The Woodlands, TX

Client Associate jobs in Baltimore, MD

Client Associate jobs in The Woodlands, TX

Remote Associate Clinical Social Worker jobs in California

Ihss Client jobs in California

Client Associate jobs in Greenwich, CT

Client Director jobs in Connecticut

Client Director jobs in North Bethesda, MD

High School Athletic Director jobs in Minnesota

Client Director jobs in San Francisco Bay Area, CA

Client Director jobs in Waltham, MA

Client Services Specialist jobs in North Andover, MA

Client Services Specialist jobs in Rockford, IL

Client Services Specialist jobs in Tulsa, OK

Client Services Specialist jobs in Franklin, TN

Wealth Management Client Associate jobs in Charlotte, NC

Benefits Specialist jobs in Boston, MA

Client Service Associate

Raymond James Financial, Inc. -
Lexington, KY

Apply Now

Job Details

Full-time

Benefits

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

Qualifications

High school diploma or GED

Full Job Description

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 perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.

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) (Required)

Work Experience

General Experience - 0 to 3 months

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-AC1

Apply Now

Refine Your Search

client services associate jobs in versailles, ky

Client Service Associate

Client Service Specialist

Wealth Management Client Associate

Client Relationship Associate Director, Connected Devices PM (Clinical Research)

Commercial Lines Client Advisor

Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for client services associate in versailles, ky

Explore jobs in more locations

Essential Duties and Responsibilities

Job Seeker Tools

Employer Tools

Browse

Stay Connected