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Job Description

Responsibilities:

Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.

Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.

With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.

Opens new client accounts and researches client and security information using internal databases and other technologies.

For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing.

Follows up to ensure accurate completion.

Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.

Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.

Creates and maintains records and files utilizing Client Relationship Management (CRM) software.

Assists Financial Advisors with marketing efforts including seminars and other client-facing events.

May enter orders at the direction of the Financial Advisor.

Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.

Performs other duties and responsibilities as assigned.

Skills:

Client Relationship Management (CRM) software, or similar contact management software.

Excel, Including developing spreadsheets as needed and for ongoing reporting.

Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)

Education

High School (HS)

Work Experience

General Experience - 0 to 3 months

Certifications

Travel

Less than 25%

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcomes

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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