Client Relationship Coordinator

Summary: Raymond James is a well-established company in the Financial Services industry, seeking a motivated Client Relationship Coordinator to provide essential administrative support to Financial Advisors and their clients. The role involves managing client interactions, processing financial transactions, and maintaining accurate client documentation while ensuring high-quality customer service. Responsibilities: - Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings - Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office - With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports - Opens new client accounts and researches client and security information using internal databases and other technologies - For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion - Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients - Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor - Creates and maintains records and files utilizing Client Relationship Management (CRM) software - Assists Financial Advisors with marketing efforts including seminars and other client-facing events - May enter orders at the direction of the Financial Advisor - Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures - Performs other duties and responsibilities as assigned Required Qualifications: - High School Diploma or equivalent - effective communication skills across multiple platforms (phone, email, in-person, virtual) - 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 - services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings - works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office - processes client financial transactions and financial advisor and branch office expenses and expense reports with a high level of organization and accuracy - opens new client accounts and researches client and security information using internal databases and other technologies - ensures client paperwork and documentation is accurate and correct prior to submission and processing - prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients - prepares various business summary reports and client-specific reporting as needed for review by the financial advisor - creates and maintains records and files utilizing Client Relationship Management (CRM) software - assists Financial Advisors with marketing efforts including seminars and other client-facing events - may enter orders at the direction of the Financial Advisor - actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures - performs other duties and responsibilities as assigned - knowledge of company's working structure, policies, mission, and strategies - knowledge of general office practices, procedures, and methods - knowledge of investment concepts, practices and procedures used in the securities industry - knowledge of financial markets, products and industry regulations - skill in Client Relationship Management (CRM) software, or similar contact management software - skill in Excel, including developing spreadsheets as needed and for ongoing reporting - ability to operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases - ability to analyze and research account information - ability to identify time sensitive items and assess competing priorities - ability to take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns - ability to handle stressful situations and provide a high level of customer service in a calm and professional manner - ability to analyze problems and establish solutions in a fast paced environment - ability to use mathematics sufficient to process account and transaction information - ability to use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually - ability to work both independently and as part of a cohesive team - ability to provide a high level of customer service Preferred Qualifications: - one (1) or more years securities industry or related work experience preferred - an equivalent combination of experience, education, and/or training as approved by Human Resources Required Skills: Client Relationship Management (CRM) software, Excel, Financial transactions processing, Securities industry knowledge, Investment concepts, Financial markets knowledge, Office software applications, Account information analysis, Customer service Benefits: Medical, dental, and vision, Life insurance, Critical illness insurance and accident insurance, Disability benefits, Retirement savings, Paid time off (including vacation, holidays, and sick leave), Parental leave