Client Service Associate Job at Raymond James (Lakewood Ranch)

Client Service Associate

Raymond James

Location:
United States , Lakewood Ranch

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

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 Responsibility:

Service 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
Work both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
Process client financial transactions and financial advisor and branch office expenses and expense reports
Open new client accounts and research client and security information using internal databases and other technologies
Ensure client paperwork and documentation is accurate and correct prior to submission and processing
Prepare letters, forms and reports to assist with servicing existing clients and prospecting for new clients
Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
Create and maintain records and files utilizing Client Relationship Management (CRM) software
Assist Financial Advisors with marketing efforts including seminars and other client-facing events
May enter orders at the direction of the Financial Advisor
Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures
Perform other duties and responsibilities as assigned

Requirements:

High School Diploma or equivalent
One (1) or more years securities industry or related work experience preferred
Knowledge of company’s working structure, policies, mission, and strategies
Knowledge of general office practices, procedures, and methods
Knowledge of investment concepts, practices and procedures used in the securities industry
Knowledge of financial markets, products and industry regulations
Skill in Client Relationship Management (CRM) software, or similar contact management software
Skill in Excel, including developing spreadsheets
Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
Ability to operate standard office equipment and using required software applications
Ability to analyze and research account information
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
Ability to identify time sensitive items and assess competing priorities
Ability to take initiative and proactively follow up on submitted items
Ability to handle stressful situations and provide a high level of customer service in a calm and professional manner
Ability to analyze problems and establish solutions in a fast paced environment
Ability to use mathematics sufficient to process account and transaction information
Ability to use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels
Ability to work both independently and as part of a cohesive team
Ability to provide a high level of customer service

Additional Information:

Job Posted:
March 11, 2026

Employment Type:

Fulltime

Work Type:

On-site work

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