What are the responsibilities and job description for the Client Service Associate position at Raymond James Financial, Inc.?
Job Description
Who We Are
Maeder Wealth Group offers comprehensive financial planning and wealth management services. The clients we serve expect a certain level of service - marked by impeccable attention to detail and uncommon skill. Personal service with integrity is the foundation of everything we do.
Job Summary
We are seeking a Client Service Associate to add to our team. This person must have strong integrity and work ethic with a pleasant and warm personality. This role provides white glove administrative support to Financial Advisors, their clients, and other branch team members. They will have effective communication skills as well as the ability to organize, manage, and track multiple tasks and assignments with frequently changing priorities and deadlines in a fast-paced and fun work environment.
Responsibilities include but not limited to :
- New client onboarding
- Ongoing client service and communication
- Money movement
- Client correspondence, including scheduling meetings
- Preparing paperwork for client meetings
Qualifications and Skills :
Maeder Wealth Group and its employees are independent contractors with respect to Raymond James; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.
Maeder Wealth Group offers a competitive benefits package including retirement, medical, and vacation.
Education
High School (HS) (Required)
Work Experience
General Experience - 0 to 3 months
Certifications
Salary Range
45,000.00-$79999.00
Travel
Less than 25%
Workstyle
Resident
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 :
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-LS1
Salary : $45,000 - $79,999
