Client Relationship Manager
Raymond James Financial, Inc., Clearwater, FL, United States
Responsibilities
Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service.
Be the main point of contact for all non-transactional client needs and ensure all client concerns are addressed.
Schedule, attend, and facilitate client meetings (in partnership with the financial advisor) to review portfolios, performance, and goals.
Manage client referrals, ensuring smooth onboarding and integration into the firm.
Conduct quarterly and annual client reviews to align their financial goals with any changing life circumstances.
Provide updates on market trends, portfolio performance, and relevant changes that impact their financial plans.
Ensure clients feel heard and valued, handling specific requests, life events, or personal circumstances in a personalized way.
Send personalized communication (cards, videos, etc.) to strengthen client engagement on significant life events.
Assist the financial advisor by taking notes during client meetings, providing key insights, and handling documentation.
Ensure that all compliance standards are met for client documentation and communication.
Actively contribute to the firm’s ability to focus on high-level strategy by handling detailed administrative work related to client meetings.
Skills
Firm’s working structure, policies, mission, and strategies.
Managed account platforms.
Investment concepts, practices and procedures used in the securities industry.
Financial markets, products and industry regulations.
Trading terminology.
Client Relationship Management (CRM) software, or similar contact management software.
Financial planning software.
Microsoft Office, including Excel for developing spreadsheets as needed and for ongoing reporting.
Effective communication
Analyze and research account information.
Identify time sensitive items and assess competing priorities.
Analyze problems and establish solutions
Work both independently and as part of a cohesive team.
Provide a high level of customer service.
Demonstrate competence, dependability, and responsibility
Education/Previous Experience
Bachelor's degree
2+ years in a client relationship management role
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied.
Series 7 required.
Series 63, 65 and/or 66 as required by state.
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Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service.
Be the main point of contact for all non-transactional client needs and ensure all client concerns are addressed.
Schedule, attend, and facilitate client meetings (in partnership with the financial advisor) to review portfolios, performance, and goals.
Manage client referrals, ensuring smooth onboarding and integration into the firm.
Conduct quarterly and annual client reviews to align their financial goals with any changing life circumstances.
Provide updates on market trends, portfolio performance, and relevant changes that impact their financial plans.
Ensure clients feel heard and valued, handling specific requests, life events, or personal circumstances in a personalized way.
Send personalized communication (cards, videos, etc.) to strengthen client engagement on significant life events.
Assist the financial advisor by taking notes during client meetings, providing key insights, and handling documentation.
Ensure that all compliance standards are met for client documentation and communication.
Actively contribute to the firm’s ability to focus on high-level strategy by handling detailed administrative work related to client meetings.
Skills
Firm’s working structure, policies, mission, and strategies.
Managed account platforms.
Investment concepts, practices and procedures used in the securities industry.
Financial markets, products and industry regulations.
Trading terminology.
Client Relationship Management (CRM) software, or similar contact management software.
Financial planning software.
Microsoft Office, including Excel for developing spreadsheets as needed and for ongoing reporting.
Effective communication
Analyze and research account information.
Identify time sensitive items and assess competing priorities.
Analyze problems and establish solutions
Work both independently and as part of a cohesive team.
Provide a high level of customer service.
Demonstrate competence, dependability, and responsibility
Education/Previous Experience
Bachelor's degree
2+ years in a client relationship management role
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied.
Series 7 required.
Series 63, 65 and/or 66 as required by state.
#J-18808-Ljbffr