Client Relationship Associate

🔥 24 minutes ago

🥔 Idaho – Remote

🥔 Idaho – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

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Raymond James

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1962

💸 Finance

Finance • Wealth Management • Investment Banking

Raymond James is a global financial services firm that offers a comprehensive range of investment solutions including wealth management, asset management, and investment banking services. The firm specializes in providing tailored financial planning and investment advice to individuals and institutions, with a focus on retirement planning, estate management, and financial education. Backed by a strong team of financial advisors and industry expertise, Raymond James is committed to helping clients achieve their financial goals through personalized services.

📋 Description

• Assists Financial Advisors and provides clients with quality service • Services a high volume of daily interactions, including inquiries and scheduling of meetings • Works independently and within a team to provide support • Processes client financial transactions and expense reports • Opens new client accounts and researches client and security information • Ensures accuracy of client paperwork and documentation • Prepares letters, forms, and reports • Actively engages in training and professional development opportunities • Performs other duties as assigned

🎯 Requirements

• High School Diploma or equivalent • 1+ years securities industry or related work experience preferred • Skill in Client Relationship Management (CRM) software • Excel, including developing spreadsheets as needed • Effective communication across multiple client interactive platforms (in-person, virtual, phone, and mail) • Ability to operate standard office equipment and using required software applications • Analyze and research account information • Organize, manage, and track multiple, detailed tasks and assignments • Take initiative and proactively follow up on submitted items

🏖️ Benefits

• medical, dental, and vision • life insurance • critical illness insurance and accident insurance • disability benefits • retirement savings • paid time off (including vacation, holidays, and sick leave) • parental leave