Client Service Associate Job at Raymond James (Fargo, North Dakota)

Job Description

Teamwork, collaboration, mutual support, profound love, pursuit of excellence – these are not just buzzwords; It’s how we operate. Our values are the driving force behind the collective success of our clients and firm. At Collins and Krank, we are seeking to add a very valuable member to our team as a Client Service Associate. The ideal person shares our values and vision and is adaptable, social, curious, and a lifelong learner.

Job Responsibility

Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
Open new client accounts, process money movement, and research information as needed
Ensure client paperwork and documentation is accurate 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
Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures
Performs other duties and responsibilities as assigned

Requirements

Bachelor’s (Required)
General Experience - 13 months to 3 years
Knowledge of company’s working structure, policies, mission, and strategies
Knowledge of general office practices, procedures, and methods
Knowledge of basic 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
Skill in Microsoft Office
Skill in effective communication (in-person, virtual, phone and mail)
Ability to operate standard office equipment and use 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
Ability to take initiative and proactively follow up on submitted items
Ability to handle stressful situations and provide a high level of customer service
Ability to analyze problems and establish solutions
Ability to use mathematics sufficient to process account and transaction information
Ability to use appropriate interpersonal styles and communicate effectively
Ability to work both independently and as part of a team
Ability to pivot to multiple job functions in the office, as needed
Ability to provide a high level of customer service

Nice to have

Adaptable
Social
Curious
Lifelong learner

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