If you are a highly motivated individual with a passion for delivering exceptional client service, and function well within a growing team structure, we want to hear from you! Join our dynamic team and take your career to the next level!
This role is with an independent firm _aligned _with Raymond James Financial Services.
*Employment will be with the independent firm *but will work in the Raymond James ecosystem.
Raymond James is *not *the employer.
Client Service experience in Wealth Mangement is required, and _preference will be given to candidates who have recent experience with Raymond James to help limit a learning curve.
_
*```Duties```*
- Serve as the primary point of contact for clients for logistical items, providing exceptional customer service and building strong relationships.
Outbound communications to clients is required.
- Manage and resolve client inquiries in a timely and professional manner.
Must be willing to take ownership of items and see them through completion.
- Collaborate with others to ensure client needs are met and expectations are exceeded.
- Manage the onboarding process for new clients, ensuring a smooth transition and successful implementation.
- Utilize project management skills to coordinate and prioritize tasks effectively, both for yourself and others.
-Help create and distribute client communications.
-Plan client events including individual meetings and group events.
-Light analytical work may be required.
-Must adhere to strict privacy rules.
*```Experience```*
- Minimum of 2 years experience in wealth management client services, 5 years preferred.
_Be prepared to show direct experience working with individuals and/or entity clients.
_
- Strong ability to analyze information and provide insights to clients, advisors and others.
- Excellent communication skills, both written and verbal, with the ability to effectively communicate complex information.
- Competence with MS Office tools, customer relationship management systems and other related software is required.
Must be willing to learn new systems and adapt easily as technology advances.
Securities and/or insurance licenses are helpful but not required.
Professional development is available.
Candidates must be very organized and have a natural instinct to take care of others.
Please note that only candidates who meet the qualifications will be contacted for further consideration.
Feel free to email the office to confirm reception of your information but _*please do not call *__the office during business hours_.
You will get a confirmation that we received your information within 24 hours of submission.
_For anyone who is considered for the role please note that professional and personal references __*will be contacted*__.
_
Thank you for your interest in this position.
Job Type: Full-time
Pay: $38,000.
00 - $52,000.
00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Paid time off
* Professional development assistance
* Vision insurance
Schedule:
* Day shift
* Monday to Friday
Supplemental pay types:
* Bonus opportunities
Ability to Relocate:
* Jacksonville, FL 32207: Relocate before starting work (Required)
Work Location: In person
Whatsapp
