Part-Time Client Service Associate

Job Description

Offering comprehensive financial services with a distinctly personal touch, Evans Financial takes pride in our concierge level of service. As we grow, we are seeking a Part-Time Client Service Associate with a strong client-focus to join our team. The ideal candidate is also detail-oriented, loves working in administration, and truly enjoys people. They will share in our vision of equal partnership and ownership of our work. Join us and see where a career at Evans Financial can take you!

Essential Duties and Responsibilities

• Services a high volume of daily interactions, including basic inquiries and scheduling of meetings.

• Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.

• Meeting preparation, including room set up and assembly, scan, and copy of meeting documents
• Vendor management
• Meeting follow up, including emails and phone calls
• Client communication management, including greeting cards and other marketing materials
• Event planning and logistics

• 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.

• Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures.

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

• General office practices, procedures, and methods.

• Vendor management and procurement

Skill in

• Client Relationship Management (CRM) software, or similar contact management software.

• Microsoft Office.
• Tax software

• Effective and professional communication across multiple client interactive platforms (in-person, virtual, phone and mail)

Ability to

• Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

• 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.

• 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.

Education/Previous Experience

• High School Diploma or equivalent and one (1) or more years customer service experience.

Evans Financial Group 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.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Education

High School (HS) (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

Salary Range

$45,000.00-$52,000.00

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. 

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