- 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.
- Company's working structure, policies, mission, and strategies.
- General office practices, procedures, and methods.
- Investment concepts, practices and procedures used in the securities industry.
- Financial markets, products and industry regulations.
- Client Relationship Management (CRM) software, or similar contact management software.
- Excel, including developing spreadsheets as needed and for ongoing reporting.
- Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
- Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
- Analyze and research account information.
- Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
- Identify time sensitive items and assess competing priorities.
- Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
- Handle stressful situations and provide a high level of customer service in a calm and professional manner.
- Analyze problems and establish solutions in a fast paced environment.
- Use mathematics sufficient to process account and transaction information.
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
- Work both independently and as part of a cohesive team.
- Provide a high level of customer service.
- High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred.
- OR ~
- An equivalent combination of experience, education, and/or training as approved by Human Resources.
- None required
-
West Virginia Pediatrics
1 week ago
Pinnacle Health Group Huntington, WV, United StatesWest Virginia Pediatrics Opening 230109 · Mid-Atlantic Pediatrics Group Affiliated with a Top 100 Hospital · Busy office of 6 physicians looking to replace retiring provider. Part of academic pediatric department of 44 full time physicians with full complement of pediatric subsp ...
-
West Virginia ENT
1 week ago
Pinnacle Health Group Huntington, WV, United StatesWest Virginia ENT Opening 240113 · ENT Opportunity · Affiliated with Growing healthcare network and Medical School · $550K starting salary plus bonus with generous benefits including tuition benefits, retirement plans (401K match), 15 days PTO, 18 days sick leave, 13 paid holid ...
-
West Virginia Urology
1 week ago
Pinnacle Health Group Huntington, WV, United StatesUrology Opportunity · Affiliated with large academic center and growing healthcare network · General Urology; Urology Sub-specialization welcome · Opportunity to join group with experienced General Urologist and Urologic Oncologist · Urology services include Minimally Invasiv ...
-
West Virginia Endocrinology
1 week ago
Pinnacle Health Group Huntington, WV, United StatesEndocrinology · Affiliated with large academic center and growing healthcare network · Endocrinology Fellowship program looking to expand · Opportunity to join a large group of Fellowship trained Endocrinology Specialists · Teaching hospital with expanding Diabetes Center · ...
-
Nocturnist Job in West Virginia
2 weeks ago
Hayman Daugherty Associates Huntington, United StatesJob Overview · Permanent Nocturnist Position · Location: Near Huntington, West Virginia · Are you a dedicated Nocturnist seeking a permanent position with a leading healthcare organization in the Huntington, West Virginia area? Your next career move is here · Position Details:Ce ...
-
West Virginia Total Joint
1 week ago
Pinnacle Health Group Huntington, WV, United StatesWest Virginia Total Joint Openings 230504 · 100% Total Joint Position · Affiliated with large academic center and growing healthcare network · Opportunity to join an Orthopedic group practice primarily focused on subspecialty joint replacements · Faculty appointment available ...
-
West Virginia Pediatric Surgery
1 week ago
Pinnacle Health Group Huntington, WV, United StatesWest Virginia Pediatric Surgery Opening 220603 · Pediatric Surgery · Affiliated with large academic center and growing healthcare network · General Surgery department with 23 faculty members including General Surgery, Trauma/Critical Care, Plastic/Reconstructive Surgery, Vascul ...
-
West Virginia Pediatric Neurosurgery
1 week ago
Pinnacle Health Group Huntington, WV, United StatesWest Virginia Pediatric Neurosurgery Opening 230203 · Seeking a Pediatric Neurosurgeon to join a collaborative team · Affiliated with large academic center and growing healthcare network · Opportunity to join established Neurosurgery team with five APPs in the department to ass ...
-
West Virginia Mohs Surgery
1 week ago
Pinnacle Health Group Huntington, WV, United StatesWest Virginia Mohs Surgery Opening 230603 · Mohs Surgery Opportunity · Affiliated with large academic center and growing healthcare network · Medical School would like to develop Dermatology Residency Program · Opportunity to build Mohs surgery practice in large teaching facil ...
-
West Virginia Breast Surgery
1 week ago
Pinnacle Health Group Huntington, WV, United StatesWest Virginia Breast Surgery Opening 221205 · 100% Breast Surgery Position · Affiliated with large academic center and growing healthcare network · Unique opportunity to join department of 24 surgeons with sub specialists in Thoracic, Vascular, Pediatric, Trauma, ENT, Plastic a ...
-
West Virginia Endocrinology Opening
2 weeks ago
Pinnacle Health Group Huntington, United StatesJoin one of the best health care providers and academic medical centers in the state · Endocrinology · $279k base with RVU bonus · $30K sign on bonus · Comprehensive benefits package with 401K Retirement Plan · $6K CME stipend plus ten paid days · $2K Dues/subscriptions allowan ...
-
West Virginia Pediatrics Opening
2 weeks ago
Pinnacle Health Group, LLC Huntington, United StatesMid-Atlantic Pediatrics Group Affiliated with a Top 100 Hospital · Busy office of 6 physicians looking to replace retiring provider. Part of academic pediatric department of 44 full time physicians with full complement of pediatric subspecialists · Call schedule of 1:18 with no E ...
-
West Virginia Urogynecology Opening
1 week ago
Pinnacle Health Group Huntington, United StatesMarshall Health Network Urogynecology Opening Academic opportunity for Fellowship trained specialist in Urogynecology · and Reconstructive Pelvic Surgery · Affiliated with Growing healthcare network · and Medical School with Children ́s Hospital · Join department of 18 physicians ...
-
Hayman Daugherty Associates, Inc Huntington, WV, United StatesPermanent Neurohospitalist Position Location: Near Huntington, West Virginia Are you a skilled Neurohospitalist looking for a permanent position with a respected healthcare organization in the Huntington, West Virginia area? Your opportunity awaits Position Details: Certification ...
-
West Virginia Urogynecology Opening
3 weeks ago
Pinnacle Health Group Huntington, WV, United States Full timeAcademic opportunity for Fellowship trained specialist in Urogynecology · and Reconstructive Pelvic Surgery · Affiliated with Growing healthcare network · and Medical School with Children ́s Hospital · Join department of 18 physicians including 1 subspecialty board certified ...
-
West Virginia Hospitalist Opening
3 weeks ago
Pinnacle Health Group, LLC Huntington, WV, United StatesHospitalist · Affiliated with large academic center and growing healthcare network · Opportunity to join a Hospitalist group of 10 physicians in a state-of-the-art hospital affiliated with a medical school · 7 days on 7 days off or flexible schedule available · Average patien ...
-
West Virginia Route Driver
3 weeks ago
Akumin Huntington, United StatesAs a **Driver** , you are responsible for the safe and timely movement of tractor trailers configured for mobile medical imaging. May be required to wash/clean tractor/trailer, exterior/interior. Performs minor maintenance. Complies with standards and procedures set forth by Akum ...
-
MD Staff, LLC Huntington, WV, United StatesPermanent Pathology Position - Critical Need Location: Near Huntington, West Virginia Are you a dedicated Pathologist ready to make a significant impact in a critical healthcare setting? A highly esteemed hospital near Huntington, West Virginia, is seeking a Board Certified/Board ...
-
West Virginia Urology Openings
1 week ago
Pinnacle Health Group Huntington, United StatesUrology Opportunity · Affiliated with large academic center and growing healthcare network · General Urology; Urology Sub-specialization welcome · Opportunity to join group with experienced General Urologist and Urologic Oncologist · Urology services include Minimally Invasive En ...
-
West Virginia Urogynecology Opening
5 days ago
Pinnacle Health Group Huntington, WV, United States Full timeAcademic opportunity for Fellowship trained specialist in Urogynecology · and Reconstructive Pelvic Surgery · Affiliated with Growing healthcare network · and Medical School with Children ́s Hospital · Join department of 18 physicians including 1 subspecialty board certified ...
Client Service Associate- Huntington, West Virginia - Raymond James Financial Services
Description
Description
Job Summary
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the 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.
Come grow with us and see where a career at Raymond James could take youEssential Duties and Responsibilities
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
Skill in
Ability to
Educational/Previous Experience Requirements
Education/Previous Experience
Licenses/Certifications
Job: Administrative & Support Services
Primary Location: US-WV-Huntington
Organization Northern
Schedule Full-time
Job Shift Day Job
Travel No
Req ID: