Client Service Associate

Raymond James Financial, Inc. • Altoona, PA • 6h ago

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

Company's 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

Irwin Financial Incorporated 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.

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