• Practice Business Coordinator

    Raymond James Financial, Inc. (Chattanooga, TN)


    Responsibilities

    + Assistswiththecreationofclientfocusedbusinessdevelopmentstrategies,maintainingandexpanding referral sources including the coordination of target marketingcampaigns.

    + Worksindependentlytosourceanddevelopnewclientrelationshipstoenablefinancialadvisorsto meet salesgoals.

    + Assistswithplanningandcoordinatingofspecialprojectsforpracticetoincludeclienteventsfor prospective clients that result in a return oninvestment.

    + Assistswithprospectiveclients,providesconsultationandeducationregardingtheRaymondJames and Associatesplatform.

    + Participatesinconferencecallsandmeetingswithclientstounderstandtheirfinancesandtoaddress issues, interests andconcerns.

    + Supportsdeliveryoftheclientexperience,includingmaintainingadministrativeproceduresaswellas coordinating execution of clientrequests.

    + Researchesandresolvesmoderatelycomplex problemsrelatingtoclientaccounts andinquiries.

    + Maintainsexpertiseinpracticemanagementtoolsandresources,clientreportingandcompliance practices.

    + Maintains strong relationships with key business partners both internal andexternal.

    + Maintains a prospective client database, gathering information and data on prospectiveclients.

    + Assists with preparation of analyses and generates proposals for prospectiveclients.

    + Coordinates/overseesthetransitionprocessfornewclienttransitionofaccountswithotherfunctional areas to ensure a professional process from initial client contact through transition of accounts ensuring proper execution of every step of the new client onboardingprocess.

    + Partnerswithhomeofficedepartmentstoleverageproductsalesandgeneratenewbusiness opportunities for financial advisors and to coordinate branch-home officeworkflow.

    + Responds to requests from Financial Advisors who need assistance in sellingproducts.

    + May assist with continuing education of teammembers.

    + Performs other duties and responsibilities asassigned.

    Education/Experience Requirements

    + Associates degree and five years’ experience in financial services industry or related field

    ~or~

    + Bachelor’s degree and one to two years’ experience in the financial services industry

    ~or~

    + An equivalent combination of experience, education and/or training as approved by Human Resources

    Licenses

    + SIE requiredprovided that an exemption or grandfathering cannot beapplied

    + Series7

    + Series 63, 65 and/or66 as required bystate