Job Information
Raymond James Financial, Inc. Client Service Associate in Oakhurst, New Jersey
At Grande Financial Services, when you work with one of us, you work with our entire team. As we grow, we are seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to our clients, Financial Advisors and branch associates. This client-facing role is essential to delivering outstanding experience through proactive communication, scheduling, and service coordination. If you are passionate about delivering exceptional client service and thrive in a dynamic team environment, we’d love to hear from you. Apply today – the future is at your fingertips!
Essential Duties and Responsibilities
Service daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clients
Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
Open new client accounts, process money movement, and research information as needed
Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion
Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
Create and maintain records and files utilizing Client Relationship Management (CRM) software
Assist with compliance documentation and recordkeeping
Coordinate mailings and gifting
Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on 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
Basic investment concepts, practices and procedures used in the securities and insurance industry
Financial markets, products and industry regulations
Skill in
Client Relationship Management (CRM) software
Microsoft Office
AI technology
Effective communication (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
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
Provide a high level of customer service in a calm and professional manner
Use mathematics sufficient to process account and transaction information
Use appropriate interpersonal styles and communicate effectively
Work both independently and as part of a team
Provide a high level of customer service
Education
- Bachelor’s degree preferred, or equivalent years of related experience