Client Service Associate

Client Service Associate

At Wealth Partners, we take a discerning and client-focused approach to everything we do. As our team evolves, we are seeking a Client Service Associate who shares our vision and values. The ideal candidate is a good communicator with strong skills in compliance and technology. Are you ready to seize the opportunity? Read on and apply below.

Essential Duties and Responsibilities

• 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 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

Skill in

Ability to

Education

Work Experience

Certifications

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.