Client Service Associate

Job Description Summary

Job Description

Essential Duties and Responsibilities

• Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings.

• Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
• Open new client accounts, process money movement, and research information as needed

• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.

• Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
• Placing trades as directed by, and on behalf of Wealth Partner

• Manage and oversee office inventory
• 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.

Skill in

• Client Relationship Management (CRM) software, or similar contact management software.

• Microsoft Office 365 applications

• Effective communication across multiple client platforms (in-person, virtual, phone and mail)

Ability to

• Operate standard office equipment and using 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.

• Identify time sensitive items and assess competing priorities.

• 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, professional manner.

• Use mathematics sufficient to process account and transaction information.

• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.

• Work both independently and as part of a cohesive team.

• Provide a high level of customer service.

Experience: 5+ years of general office experience

Workstyle: Onsite

Travel: Optional travel for 2 (two) client events per year

Benefits: Medical Insurance Stipend, Retirement + Match, PTO + Market Holidays

Sound Harbor Wealth Partners 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.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Education

Work Experience

Certifications

Travel

Workstyle

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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.