Client Service Associate-Virginia Beach, VA
Core
Provides high-quality administrative support to Financial Advisors, managing client accounts, processing transactions, and handling daily client interactions.
Role type
Client Service Associate (Administrative Support)
Builds
Client accounts, financial reports, and CRM records for Raymond James Financial Advisors
Domain
Financial Services / Securities Industry
Required skills
Client Relationship Management (CRM) software, Microsoft Excel, financial transaction processing, client onboarding, report preparation, data entry, office equipment operation
Preferred skills
Securities industry experience, college degree, marketing support, seminar assistance
Technologies
CRM software, Excel, internal databases
Responsibilities
Services high volume of daily client interactions (phone, in-person, virtual); processes client financial transactions and expense reports; opens new client accounts and researches client information; prepares letters, forms, and business summary reports; maintains client records and files; assists with marketing efforts and client-facing events.
Seniority
Entry-level to Mid-level, individual contributor