Job Summary:
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing 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. Additionally, this role will play a crucial part in our social media and marketing efforts, enhancing our online presence and engagement. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), 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. Come grow with us and see where a career at Raymond James could take you
Essential Duties and Responsibilities:
•Assists with processing mass mailings.
•Contacts prospective and existing clients to offer services or invite them to seminars.
•Sends prospective and existing clients introductory letters, marketing materials, thank you letters, requests for referrals, etc.
•Coordinates seminars including scheduling, room set-up, menu planning, audio visual aids, and marketing materials.
•Sets up and confirms appointments.
•Obtains and maintains “leads” lists.
•Updates client relationship management system.
• Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
• Develops, implements, and manages social media strategies to enhance the firm's online presence, including content creation, scheduling posts, and engaging with followers on platforms like LinkedIn, Facebook, Twitter, and Instagram.
• Analyzes social media metrics and prepares reports to measure the success of campaigns and provide insights for future strategies.
• Collaborates with the marketing team to develop promotional materials and campaigns that align with the team's goals and brand identity.
•Performs a variety of administrative functions, including data entry.
•Performs other duties and responsibilities as assigned.
Job Summary:
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing 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. Additionally, this role will play a crucial part in our social media and marketing efforts, enhancing our online presence and engagement. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), 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. Come grow with us and see where a career at Raymond James could take you
Essential Duties and Responsibilities:
•Assists with processing mass mailings.
•Contacts prospective and existing clients to offer services or invite them to seminars.
•Sends prospective and existing clients introductory letters, marketing materials, thank you letters, requests for referrals, etc.
•Coordinates seminars including scheduling, room set-up, menu planning, audio visual aids, and marketing materials.
•Sets up and confirms appointments.
•Obtains and maintains “leads” lists.
•Updates client relationship management system.
• Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
• Develops, implements, and manages social media strategies to enhance the firm's online presence, including content creation, scheduling posts, and engaging with followers on platforms like LinkedIn, Facebook, Twitter, and Instagram.
• Analyzes social media metrics and prepares reports to measure the success of campaigns and provide insights for future strategies.
• Collaborates with the marketing team to develop promotional materials and campaigns that align with the team's goals and brand identity.
•Performs a variety of administrative functions, including data entry.
•Performs other duties and responsibilities as assigned.
Qualifications:
•Company’s working structure, policies, mission, and strategies.
•General office practices, procedures, and methods.
•Basic principles and practices of customer relations, marketing and communications.
•Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
•Gathering, compiling and updating information and maintaining distribution lists.
•Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
•Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
•Provide high level of customer service.
• Social media platforms, trends, and best practices for business use.
• Digital marketing and content creation.
Skill In:
• Social media management tools.
• Graphic design software (e.g., Canva, Adobe Creative Suite) for creating marketing materials.
• Analyzing social media metrics and reporting on campaign performance.
Educational/Previous Experience Requirements:
•High School Diploma or equivalent and 0-2 years in general office experience in a financial services environment or related work experience required.
~or~
•An equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications:
•None required.
Qualifications:
•Company’s working structure, policies, mission, and strategies.
•General office practices, procedures, and methods.
•Basic principles and practices of customer relations, marketing and communications.
•Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
•Gathering, compiling and updating information and maintaining distribution lists.
•Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
•Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
•Provide high level of customer service.
• Social media platforms, trends, and best practices for business use.
• Digital marketing and content creation.
Skill In:
• Social media management tools.
• Graphic design software (e.g., Canva, Adobe Creative Suite) for creating marketing materials.
• Analyzing social media metrics and reporting on campaign performance.
Educational/Previous Experience Requirements:
•High School Diploma or equivalent and 0-2 years in general office experience in a financial services environment or related work experience required.
~or~
•An equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications:
•None required.
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 firmAt 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 firmAt 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.