Executive AssistantClient Relationship - Bullis Wealth Strategies, Inc. - Raymond James Financial : Job Details

Job Description

Bullis Wealth Strategies, Inc./Raymond James is a leading wealth management firm focused on helping clients make well-informed retirement decisions. We are seeking a full-time, in-person Client Relationship Coordinator to serve as the primary point of contact for our clients and provide high-level support in client communications and administrative tasks.

Responsibilities

• Organize, manage, and track multiple tasks/workflows, including client onboarding and ongoing account servicing in a time-sensitive environment.

• Coordinate and schedule regular client meetings.

• Support clients with account and policy service needs (e.g., distributions, beneficiary/ownership changes, report preparation).

• Respond promptly and effectively to client information requests.

• Resolve issues tactfully, compassionately, and professionally.

• Maintain accurate CRM database records.

• Participate in process development, especially in compliance and risk management.

Requirements

• Minimum 3 years' administrative experience in financial planning/services or related field.

• Proactive, visionary, and improvement-oriented outlook.

• Positive, compassionate, ethical, and professional demeanor.

• Exceptional organizational and communication skills.

• Strong multitasking abilities.

Compensation & BenefitsBase salary and bonus structure commensurate with experience. Benefits include medical, life insurance, paid vacation/personal days.