Client Service Associate

About us

Our goal is to be a full-service wealth management practice that specializes in serving individuals, families and business owners. Our sole focus is to help clients and their advisors solve complex financial matters designed to maximize wealth, enhance lifestyle & empower loved ones.

Our work environment includes:

• Modern office setting
• Food provided

Financial Services

Client Service Associate

Successful independent financial planning firm affiliated with Raymond James Financial Services, Inc. is searching for a highly-motivated individual with experience in the financial services industry.

Note: Even if you are coming from a different industry and have the right skills, it may be a good fit.

This is an excellent opportunity for a person who consistently seeks personal challenges and professional rewards. For the right employee, this position offers significant opportunities for growth and career advancement. You will be with people who are passionate about the work that they do.

DUTIES AND RESPONSIBILITIES

· Interacts daily on the phone and in person with prospective and existing clients in order to handle basic inquiries.

· Processes and follows up on client documentation for proper maintenance of accounts.

· Prepares forms to assist with servicing existing clients and prospecting for new clients.

· Receives and processes client trades. Receives cross-training and assists with other operational functions as required.

SKILLS AND SPECIFICATIONS

· Strong computer and technology skills, including MS Word, Excel, Outlook.

· Excellent written and verbal communication skills.

· "Team Player" mindset and doing whatever is needed, big or small.

· Ability to analyze and research client account information.

· Operation of standard office equipment and required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

· Uses appropriate interpersonal styles to communicate effectively, both orally and in writing, with all organizational levels. Provides a high level of customer service.

· Professional appearance and demeanor that inspires confidence and trust.

· Attention to detail with a perfectionist's eye.

· Exceptional organizational skills.

· Effective time-management skills; ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines.

· Maintain highest level of discretion with extremely confidential and sensitive information.

· Manage self and priorities, define own role and seek out additional responsibilities with minimal guidance.

· Masterfully use organizational knowledge to maneuver through formal and informal channels to get things done quickly and effectively.

· Dedicated to exceeding quality standards and providing products and services of the highest caliber.

LICENCES / CERTIFICATIONS

· Experience in various investments, securities, and financial planning. Series 7 or other securities license very helpful, but not required.

CONTACT

Please direct all inquiries to familywealthplanning@raymondjames.com, Attn: Nadia Keric.

Job Type: Full-time

Pay: $25.00 - $40.00 per hour

Expected hours: 36 – 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Happy hour
• Health insurance
• Health savings account
• Paid time off
• Professional development assistance

Compensation package:

• Profit sharing
• Yearly bonus

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: Hybrid remote in Naples, FL 34109