Job Description Summary

Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.

Job Description

Responsibilities
• Carry out standard client service activities and handle simple client inquiries.
• Maintain appointment calendars and reserve meeting rooms, following detailed instructions to arrange business meetings efficiently.
• Greet clients (on incoming calls or in store) and engage them in conversation to build rapport.
• Assess compliance with established standards and protocols for parts of routine inquiries.
• Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.

Skills
• Connect with clients to strengthen the relationship, meeting personal needs through positive client experiences.
• Express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications.
• Deliver required services to clients to the required standards.
• Communicate and articulate potential resolutions or strategies in a clear, compelling, and tailored manner to address specific challenges or meet organizational needs.

Education

High School (HS) (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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 firm

At 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.