Glen D. Smith & Associates, a growing wealth management firm with Raymond James, is seeking a Client Services Associate to assist us in our mission of helping clients achieve their financial goals.
Glen D. Smith has been named one of Forbes Best-In-State Wealth Advisors by Shook Research in 2019. He has also been quoted in NBC News, US News and Investopedia among other publications.
As the first and last person clients see when they are in the office, the Client Service Associate is instrumental in making sure clients have a positive experience.
The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors.
You will be responsible for understanding firm policies, procedures and digital capabilities that will allow you to interact with the Financial Advisors, as well as, new and existing clients. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.
Essential Duties and Responsibilities:
Handles calendars for the Financial Advisors and others in the office.
Greets clients and prospective clients in a friendly and sincere manner
Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries.
Researches client and security information through Raymond James systems.
Processes and follows up on client documentation for proper maintenance of accounts.
Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
Handles miscellaneous operational activities.
Maintains databases and creates reports using portfolio software programs.
Assists Financial Advisors with marketing efforts including seminars, etc.
Receives cross-training and assists with other operational functions as required.
Performs other duties and responsibilities as assigned.
Knowledge, Skills, & Abilities:
Excellent attitude and an extraordinary client service orientation
Superior phone skills—friendly and helpful in all interactions on the phone.
Excellent organizational and time management skills
An ability to handle multiple tasks within tight time frames
Proficiency with Microsoft Office Suite
Strong analytical and research skills
Strong verbal, written, presentation, and interpersonal communication skills
BA/BS degree in finance-related field from an accredited institution
We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client’s lives.
Raymond James Guiding Behaviors
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
No licenses or designations initially required.
About RAYMOND JAMES
Glen D. Smith and Associates / Raymond James , a growing wealth management firm, is seeking an Associate Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. This is a young highly energetic and goals-oriented team. This is your chance to play a key role in the future success of our fast-growing organization! Become a member of one of the most respected teams in the wealth management industry. Glen Smith was was recently named as one of Forbes Best-in-State Wealth Advisors for 2019, a prestigious recognition for standout wealth advisors who top the list in each state.Our mission at Glen D. Smith and Associates is to offer our clients peace of mind surrounding their financial goals with sophisticated financial planning and a high level of customer service. The Associate Wealth Advisor plays a pivotal role in attracting and retaining clients. If you have a relentless, burning desire to succeed as a wealth advisor and share our vision, then we would love to hear from you!
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