Raymond James
Overview
At Paramount Wealth Management, we believe life is too short to not live inspired. We are a client-focused team who are dedicated to serving others. We are seeking a Client Relationship Associate who shares our vision and values. The Client Relationship Associate fosters and deepens client relationships as well as providing operations and service support to the branch. The ideal candidate is competent, service-oriented, coachable, and has a positive attitude!
Ready to live inspired? Apply below to take the next step.
Essential Duties and Responsibilities
Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
Manage and deepen client relationships with effective, proactive communication and personalized attention in every interaction
Open new client accounts, process money movement, and research information as needed
Support the firm’s growth
Prepare financial reports, spreadsheets, and other materials for client meetings
Create and maintain records and files utilizing Client Relationship Management (CRM) software
Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures
Knowledge
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
Skill
Client Relationship Management (CRM) software
Microsoft Office Suite
Effective communication (in-person, virtual, phone, and mail)
Ability
Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
Analyze and research account information
Handle stressful situations and provide a high level of client attention in a calm and professional manner
Analyze problems and establish solutions in a fast-paced environment
Use appropriate interpersonal styles and communicate effectively
Work both independently and as part of a cohesive team
Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
Licenses/Certifications
SIE
Series 7
Series 63, 65 and/or 66 as required by state
Paramount Wealth Management 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.
Education High School (HS) (Required)
Work Experience General Experience - 13 months to 3 years
Certifications Travel Less than 25%
Workstyle Resident
Seniority level
Associate
Employment type
Full-time
Job function
Finance, Customer Service, and Administrative
Jackson, MI
#J-18808-Ljbffr
Ready to live inspired? Apply below to take the next step.
Essential Duties and Responsibilities
Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
Manage and deepen client relationships with effective, proactive communication and personalized attention in every interaction
Open new client accounts, process money movement, and research information as needed
Support the firm’s growth
Prepare financial reports, spreadsheets, and other materials for client meetings
Create and maintain records and files utilizing Client Relationship Management (CRM) software
Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures
Knowledge
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
Skill
Client Relationship Management (CRM) software
Microsoft Office Suite
Effective communication (in-person, virtual, phone, and mail)
Ability
Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
Analyze and research account information
Handle stressful situations and provide a high level of client attention in a calm and professional manner
Analyze problems and establish solutions in a fast-paced environment
Use appropriate interpersonal styles and communicate effectively
Work both independently and as part of a cohesive team
Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
Licenses/Certifications
SIE
Series 7
Series 63, 65 and/or 66 as required by state
Paramount Wealth Management 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.
Education High School (HS) (Required)
Work Experience General Experience - 13 months to 3 years
Certifications Travel Less than 25%
Workstyle Resident
Seniority level
Associate
Employment type
Full-time
Job function
Finance, Customer Service, and Administrative
Jackson, MI
#J-18808-Ljbffr