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It takes a village, they say. And we couldn’t agree more. We believe everyone has their own talents and wisdom to share with the world and one another, which is why drawing on our collection experience and insight is very important to our team.

Cedar Rapids Raymond James is seeking a Client Relationship Associate who is a motivated, detail-oriented, and creative problem solver to join our team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Get more acquainted with us by applying today!

Essential Duties and Responsibilities

+ Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes 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.

+ Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.

+ Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.

+ Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.

+ Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.

+ Reviews, assesses and responds to all corporate action items and client account alerts.

+ Prepares financial reports, spreadsheets and other materials for client meetings.

+ Inputs orders and rebalances portfolios on behalf of the Financial Advisors.

+ 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.

+ 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 of

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

+ Managed account platforms.

+ General office practices, procedures, and methods.

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

+ Financial markets, products and industry regulations.

+ Trading terminology.

Skill in

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

+ Microsoft Office, including Excel

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

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.

+ 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 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, 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.

_Cedar Rapids Raymond James 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._