Client Service Associate -… at Raymond James… · Jacksonvi…

Client Service Associate - Jacksonville, FL Location: Jacksonville, Florida - United States 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. Additional Job Description Industry experience required Open to hybrid and virtual applicants Education High School (HS) (Required) Work Experience General Experience - 13 months to 3 years Certifications Travel Less than 25% Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include 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); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. 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.