Practice Business Coordinator at Raymond James… · The…

Practice Business Coordinator Location: The Villages, Florida - United States Job Description Summary Under limited supervision, supports the development and overall growth of the financial advisor/team’s practice, which may include facilitating revenue growth by increasing in-house sales and client base, improving productivity and/or monitoring and controlling expenses. Uses knowledge and skills obtained through education and experience to resolve client service and team project management issues. Supports and sources new clients from initial contact through transition of accounts to the branch. Extensive contact with internal and external customers is required to establish and maintain networking relationships that support new business development. Job Description Responsibilities Assistswiththecreationofclientfocusedbusinessdevelopmentstrategies,maintainingandexpanding referral sources including the coordination of target marketingcampaigns. Worksindependentlytosourceanddevelopnewclientrelationshipstoenablefinancialadvisorsto meet salesgoals. Assistswithplanningandcoordinatingofspecialprojectsforpracticetoincludeclienteventsfor prospective clients that result in a return oninvestment. Assistswithprospectiveclients,providesconsultationandeducationregardingtheRaymondJames and Associatesplatform. Participatesinconferencecallsandmeetingswithclientstounderstandtheirfinancesandtoaddress issues, interests andconcerns. Supportsdeliveryoftheclientexperience,includingmaintainingadministrativeproceduresaswellas coordinating execution of clientrequests. Researchesandresolvesmoderatelycomplex problemsrelatingtoclientaccounts andinquiries. Maintainsexpertiseinpracticemanagementtoolsandresources,clientreportingandcompliance practices. Maintains strong relationships with key business partners both internal andexternal. Maintains a prospective client database, gathering information and data on prospectiveclients. Assists with preparation of analyses and generates proposals for prospectiveclients. Coordinates/overseesthetransitionprocessfornewclienttransitionofaccountswithotherfunctional areas to ensure a professional process from initial client contact through transition of accounts ensuring proper execution of every step of the new client onboardingprocess. Partnerswithhomeofficedepartmentstoleverageproductsalesandgeneratenewbusiness opportunities for financial advisors and to coordinate branch-home officeworkflow. Responds to requests from Financial Advisors who need assistance in sellingproducts. May assist with continuing education of teammembers. Performs other duties and responsibilities asassigned. Education/Experience Requirements Associates degree and five years’ experience in financial services industry or related field ~or~ Bachelor’s degree and one to two years’ experience in the financial services industry ~or~ An equivalent combination of experience, education and/or training as approved by Human Resources Licenses SIE requiredprovided that an exemption or grandfathering cannot beapplied Series7 Series 63, 65 and/or66 as required bystate Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance Work Experience General Experience - 4 to 6 months Certifications s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) 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.