Client Service Associate

Job Description

DiSilvio Wealth Management Group is a multi-generational practice that brings a wealth of experience and knowledge. As we grow, we are seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to our advisors and clients. This client-facing role is essential to delivering outstanding experience through proactive communication, scheduling, and service coordination. The ideal candidate is client-centric with a willingness to learn and grow with the firm. Strong administrative skills and the ability to manage multiple priorities are also critical.

If you are passionate about delivering exceptional client service and thrive in a team environment, we’d love to hear from you.

Essential Duties and Responsibilities

• Service daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clients

• Work both independently and within a team environment to provide administrative support to the financial advisors and branch office

• Open new client accounts, process money movement, and research information as needed

• Ensure client paperwork and documentation is accurate prior to submission and processing
• Follow up to ensure accurate completion

• Create and maintain records and files utilizing Client Relationship Management (CRM) software

• Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor

• Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures

• Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities

Knowledge of

• Company’s working structure, policies, mission, and strategies

• General office practices, procedures, and methods

• Basic investment concepts, practices and procedures used in the securities industry

• Financial markets, products and industry regulations

Skill in

• Client Relationship Management (CRM) software

• Microsoft Office

• Effective communication (in-person, virtual, phone and mail)

Ability to

• Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases

• Analyze and research account information

• Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment

• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns

• Provide a high level of customer service in a calm and professional manner

• Use mathematics sufficient to process account and transaction information

• Use appropriate interpersonal styles and communicate effectively

• Work both independently and as part of a team

• Provide a high level of customer service

Education

• Bachelor’s degree preferred

DiSilvio Wealth Management 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.

Education

Work Experience

Certifications

Salary Range

Travel

Workstyle

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.