Client Service Associate

Client Service Associate

At GFI, we take a personalized approach to everything we do. We are a team with a keen focus on our clients. As our team expands, we are seeking a Client Service Associate who shares our vision and values. The ideal candidate is dependable, warm, and friendly and has high expectations for themselves and those around them. Apply below to join our team of professionals, where the future is at your fingertips!

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 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 of :

Skill in :

Ability to :

GFI 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.

Education

Bachelor's

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Resident

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.