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Senior Registered Virtual Client Service Associate
Raymond James & Associates, Inc.
Remote, USA
Full-time
Senior · 5+ years experience
Remote
Discovered 1 weeks ago
Free
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Under general supervision, uses specialized skills gained through training and experience to provide proactive, virtual support to financial advisors.
Provide efficient, high quality client service, account maintenance, and administrative support to advisors within the scope of the program.
Follows established standard operating procedures to perform tasks, projects, and assist clients.
Receives general guidance and direction to perform other work with substantial variety and complexity requiring decision making responsibility.
Full Job Posting
Essential Duties and Responsibilities
- Communicates with assigned advisors proactively on a daily basis to ensure needs are being met and necessary support is being provided.
- Manages client account maintenance activities which includes, but is not limited to opening/maintaining accounts, submitting forms, money movement, monitoring transactions and transfers, etc.
- Delivers client support which includes, but is not limited to client meeting preparation, running reports, meeting follow up, and special outreach projects, etc.
- Provides high caliber service to clients by responding to inquiries and requests promptly.
- Researches complex client situations, communicates with home office departments to seek a timely resolution, while managing client’s expectations until resolved.
- Participates in ongoing training and education to ensure the most efficient usages of technology and firm resources.
- Performs other duties and responsibilities as assigned.
- Coordinates /oversees the transition process for new client transition of accounts with other functional areas to ensure a professional process from initial client contact through transition of accounts ensuring proper execution of every step of the new client onboarding process.
- Assists with prospective clients, provides consultation and education regarding the Raymond James and Associates platform.
- Knowledge of
- Company’s working structure, policies, mission, and strategies.
- General office practices, procedures, and methods.
- Financial industry experience
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