What are the responsibilities and job description for the Client Service Associate position at Raymond James Financial Services?
Job Description
Responsibilities :
Provide concierge-level customer service to our clients
New account onboarding
Money movement (transfers, redemptions / distributions, contributions)
Processes beneficiary changes
Review and or place trades
Collect information and process insurance applications
Answer inbound phone calls
Knowledge, Skills & Abilities :
Excellent interpersonal skills
Excellent attitude and an extraordinary client service orientation
A genuine interest in serving and caring for other people
Excellent organizational and time management skills
An ability to handle multiple tasks and operate in tight deadlines
Proficient use of Microsoft Office Word, and Excel
Ability to quickly adapt to proprietary computer systems and applications
3 – 5 years of experience in processing securities typically gained by working for a brokerage firm, trust company, financial planner, or bank
Preferred :
FINRA Series 7, 63 & 65
Insurance licenses
Uhler Vertich White Advisors 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.
Education
High School (HS) (Required)
Work Experience
General Experience - 3 to 6 years
Certifications
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 :
- 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.
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