Client Service Associate (Wealth Management) - Raymond James : Job Details

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Axia Financial is an experienced team of financial professionals that provides comprehensive investment consulting and financial planning services. We offer personalized attention, dedicated and focused service with integrity, and advocacy to our clients.

We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ideal candidate is a good communicator, empathetic, professional, and enjoys solving problems.

• Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
• Work both independently and within a dynamic 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
• Prepare letters, forms, and reports to assist with servicing existing clients and prospecting for new clients
• Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
• Create and maintain records and files utilizing Client Relationship Management (CRM) software
• 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

• Companys 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
• Handle stressful situations and provide a high level of customer service in a calm and professional manner
• Analyze problems and establish solutions in a fast-paced environment
• 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

Axia Financial 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

Bachelors

Work Experience

General Experience - 3 to 6 years

Certifications

Salary Range

$45,000.00-$65,000.00

Travel

Less than 25%

Workstyle

Resident

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Administrative, Customer Service, and Finance

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