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. Additionally, this role will play a crucial part in our social media and marketing efforts, enhancing our online presence and engagement. 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.

• Develops, implements, and manages social media strategies to enhance the firm's online presence, including content creation, scheduling posts, and engaging with followers on platforms like LinkedIn, Facebook, Twitter, and Instagram.

• Analyzes social media metrics and prepares reports to measure the success of campaigns and provide insights for future strategies.

• Collaborates with the marketing team to develop promotional materials and campaigns that align with the team's goals and brand identity.

• 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.

Qualifications

Knowledge, Skills, and Abilities

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.

• Trading terminology.

• Social media platforms, trends, and best practices for business use.

• Digital marketing and content creation.

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).

• Social media management tools.

• Graphic design software (e.g., Canva, Adobe Creative Suite) for creating marketing materials.

• Analyzing social media metrics and reporting on campaign performance.

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.

• Develop and execute effective social media strategies to enhance the firm's online presence and engagement.

Educational/Previous Experience Requirements

Education/Previous Experience

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred.

• Experience in social media management and digital marketing.

• OR

• An equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications

• None required

Job: Administrative & Support Services

Primary Location: US-ID-Eagle

Organization Northern

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2402312