Financial Client Relations Assistant at Raymond James
Raymond James Financial
Job Description
Elevate client services as a Wealth Advisor Assistant with Raymond James, where attention to detail and communication skills are paramount. Enjoy flexible workstyles while handling important client work.
As part of the team, you will support financial advisors and the Branch Manager in managing client interactions and ensuring all paperwork is handled accurately. Key tasks will include trade processing, responding to client requests, and compiling essential reports. Your proactive approach will enhance the client relationship experience significantly.
Key Responsibilities:
• Compile and analyze daily and monthly client reports
• Execute and track security transactions and transfers
• Field calls from clients regarding their inquiries
• Foster client relationships through effective communication
• Manage files, calendar scheduling, and expenses for advisors
Requirements:
• Must have post-secondary education
...
As part of the team, you will support financial advisors and the Branch Manager in managing client interactions and ensuring all paperwork is handled accurately. Key tasks will include trade processing, responding to client requests, and compiling essential reports. Your proactive approach will enhance the client relationship experience significantly.
Key Responsibilities:
• Compile and analyze daily and monthly client reports
• Execute and track security transactions and transfers
• Field calls from clients regarding their inquiries
• Foster client relationships through effective communication
• Manage files, calendar scheduling, and expenses for advisors
Requirements:
• Must have post-secondary education
...