• Client Service Associate

    Raymond James Financial, Inc. (The Woodlands, TX)


    Job Description

    Job Summary

    McLinden Financial is a diverse team, united behind our clients’ goals. We believe in hard work, integrity, and a collaborative approach to each day. We are seeking a Client Service Associate with shared values to join our team.

     

    The ideal candidate is detail-oriented, professional, and can work independently as well as part of a team. They are a lifelong learner and share our client-centric vision. We offer a competitive benefits package and an environment for professional and personal development.

     

    By joining us, you’re joining a team who cares!

    Essential Duties and Responsibilities

    + Services daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients

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

    + Opens new client accounts, process money movement, and researches information as needed

    + Ensures client paperwork and documentation is accurate 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

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

    + Performs other duties and responsibilities as assigned

    Knowledge of

    + Company’s working structure, policies, mission, and strategies

    + General office practices, procedures, and methods

    + Basic investment concepts, practices and procedures used in the securities industry

    + Financial markets, products and industry regulations

    Skill in

    + Client Relationship Management (CRM) software

    + Microsoft Office

    + Effective communication (in-person, virtual, phone and mail)

    + Marketing, branding, and social media

    Ability to

    + Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases

    + Analyze and research account information

    + Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment

    + Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns

    + Handle stressful situations and provide a high level of customer service in a calm and professional manner

    + Analyze problems and establish solutions in a fast-paced environment

    + Use mathematics sufficient to process account and transaction information

    + Use appropriate interpersonal styles and communicate effectively

    + Work both independently and as part of a team

    + Provide a high level of customer service

     

    _McLinden Financial and its employees are_ **_independent contractors with respect to Raymond James_** _; not employees of Raymond James. The term “Raymond James” includes, but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates._

    Education

    High School (HS) (Required)

    Work Experience

    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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