Client Service Associate

Essential Duties and Responsibilities: Services daily client inquiries over the phone and in-person, including scheduling meetings and greeting clientsWorks both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch officeOpens new client accounts, process money movement, and researches information as neededEnsures client paperwork and documentation is accurate prior to submission and processing. Follows up to ensure accurate completionPrepares letters, forms and reports to assist with servicing existing clients and prospecting for new clientsPrepares various business summary reports and client-specific reporting as needed for review by the financial advisorCreates and maintains records and files utilizing Client Relationship Management (CRM) softwareActively engages in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and proceduresPerforms other duties and responsibilities as assignedKnowledge, Skills, and AbilitiesKnowledge ofCompany's working structure, policies, mission, and strategiesGeneral office practices, procedures, and methodsBasic investment concepts, practices and procedures used in the securities industryFinancial markets, products and industry regulationsSkill inClient Relationship Management (CRM) softwareMicrosoft OfficeEffective communication (in-person, virtual, phone and mail) Ability toOperate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databasesAnalyze and research account informationOrganize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environmentTake initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concernsHandle stressful situations and provide a high level of customer service in a calm and professional mannerAnalyze problems and establish solutions in a fast-paced environmentUse mathematics sufficient to process account and transaction informationUse appropriate interpersonal styles and communicate effectivelyWork both independently and as part of a teamProvide a high level of customer serviceExperience Requirements 3+ years of industry experienceLicenses/CertificationsSeries 7 preferredEducation RequirementsBachelor's degree preferredWorkstyle: OnsiteTravel: Less than 10% - which may include continuing education and conferencesBenefits: Medical Insurance, Retirement, PTOMcLinden Financial and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes, but is not limited to, Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.