• Client Service Associate

    Raymond James Financial, Inc. (Montgomery, AL)


    Job Description

    Job Description

    We are seeking a dynamic and detail-oriented Client Service Associate with marketing experience to join our team at Meridiem Advisory Group. This role will work closely with both our marketing and operations teams to enhance client experience and streamline processes. The ideal candidate will have a passion for client service, strong organizational skills, and the ability to multitask in a fast-paced environment.

     

    Key Marketing Responsibilities

     

    Collaborate with the marketing team to develop and implement client-focused initiatives to help make our team more referrable.

     

    Assist in creating and managing compliance approved client communications, including newsletters, emails, and social media content.

     

    Help organize and execute client events and webinars.

     

    Support the development and maintenance of compliance approved marketing materials and client-facing documents.

     

    Look for opportunities for WOW! moments when we significantly exceed client expectations, acknowledge special life events, or create a positive impression.

     

    Key Operations Responsibilities

     

    Process client requests for check issuance and money/security transfers in a timely and accurate manner.

     

    Respond to client requests for information regarding their accounts.

     

    Assist in troubleshooting and resolving client issues related to account operations.

     

    Assist in processing operational forms and documents.

     

    _Meridiem Advisor Group_ _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

    Bachelor’s

    Work Experience

    General Experience - 13 months to 3 years

     

    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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