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Essential Duties and Responsibilities

+ Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings.

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

+ 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.

+ 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.

Knowledge, Skills, and Abilities

Knowledge of

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

+ General office practices, procedures, and methods.

+ Investment concepts, practices and procedures used in the securities industry.

+ Financial markets, products and industry regulations.

Skill in

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

+ Microsoft 365 applications, including Excel as needed for reporting.

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

Ability to

+ Operate standard office equipment and use 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.

+ Identify time sensitive items and assess competing priorities.

+ 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, professional manner.

+ Analyze problems and establish solutions.

+ Use mathematics sufficiently to process account and transaction information.

+ Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.

+ Work both independently and as part of a cohesive team.

+ Provide a high level of customer service.

_King Financial Partners 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._