Full-Time

Senior Client Service Associate

Bilingual

Posted on 2/25/2025

Raymond James Financial

Raymond James Financial

No salary listed

Senior

Boca Raton, FL, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Excel/Numbers/Sheets
Requirements
  • 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)
  • Fluent in English and Spanish
  • High School (HS) (Required)
  • General Experience - 3 to 6 years
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.
  • 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.
Raymond James Financial

Raymond James Financial

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Company Size

N/A

Company Stage

IPO

Headquarters

Saint Petersburg, Florida

Founded

1962

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Simplify's Take

What believers are saying

  • Thematic ETFs offer Raymond James Financial opportunities to diversify investment offerings.
  • Personalized financial services using AI can improve client satisfaction for Raymond James Financial.
  • Cybersecurity investments present potential growth opportunities for Raymond James Financial.

What critics are saying

  • Fintech competition could erode Raymond James Financial's market share.
  • Decentralized finance platforms pose a threat to traditional financial institutions like Raymond James.
  • Zero-commission trading platforms may pressure Raymond James Financial to reduce fees, impacting revenue.

What makes Raymond James Financial unique

  • Raymond James Financial invests heavily in diverse sectors, enhancing portfolio diversity.
  • The firm focuses on sustainable investing, aligning with current market trends.
  • Raymond James Financial integrates advanced digital tools to enhance client engagement.

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Benefits

Hybrid Work Options

Professional Development Budget

INACTIVE