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Key Responsibilities:
路聽聽Work with clients Raymond James (RJ) and third-party custodians to ensure optimal client account maintenance and support.
路聽聽Manage the production and processing of all client account documentation.
路聽聽Manage a client review process to ensure ongoing client meetings and continued implementation of client investment strategies.
路聽聽Formalize and manage a client onboarding process.
路聽聽Monitor branch daily alerts and take action as needed.
Competencies Required:
路聽聽A general understanding of all Raymond James (RJ) systems.
路聽聽Proficiency with Microsoft Office products (i.e., Excel, Word, Outlook, PowerPoint or SharePoint).
路聽聽Excellent organizational and time management skills.
路聽聽Excellent customer service skills.
路聽聽Ability to interact and communicate effectively with internal and external parties.
路聽聽Ability to coordinate multiple tasks simultaneously and leverage internal resources.
路聽聽Excellent attention to detail.
路聽聽Strong client focus and ability to partner with various internal groups.
路聽聽Independence and self-motivation with an ability to adapt and be flexible in a team environment.
路聽聽Ability to navigate client relationships and product usage.
路聽聽Strong verbal and written communication skills.
路聽聽Strong analytical and problem-solving skills.
Minimum Qualifications/Experience:
路聽聽5+ years of financial services industry service experience, or an equivalent amount of experience, education, or training required.
Formal Education & Certification:
路聽聽SIE / Series 7 and 66 preferred.
Work Status:
路聽聽Full-Time.
Supervisory Responsibility:
路聽聽None.
Travel:
路聽聽0%25 - Negligible amount of travel expected.
Working Conditions:
路聽聽Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management鈥檚 right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, including Disability and Veterans.
Learn more about this Employer on their Career Site
