Job Type: Full time
Job Description SummaryCarson Advisory Group is dedicated to delivering professional wealth management services to our clients. We believe the best ideas come from collaboration and truly knowing each other. As we evolve, we are seeking a seasoned Client Service Associate to join our team. This role is a blend of operations and client-facing responsibilities. The ideal candidate has financial services experience, a strong work ethic, discretion, initiative - and truly enjoys people.Are you passionate about delivering a superior standard of service and thrive in a team environment? Look no further – apply today!Job DescriptionEssential Duties and ResponsibilitiesService daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clientsWork both independently and within a team environment to provide administrative support to the financial advisors and branch officeOpen new client accounts, process money movement, and research information as neededEnsure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completionPrepare various business summary reports and client-specific reporting as needed for review by the financial advisorCreate and maintain records and files utilizing Client Relationship Management (CRM) softwareAssist with compliance documentation and recordkeepingActively engage 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 use 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 concernsProvide a high level of customer service in a calm and professional mannerUse 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 serviceEducation Bachelor’s degree preferred, or equivalent years of experience in industryEducationHigh School (HS) (Required)Work ExperienceGeneral Experience - 3 to 6 yearsCertificationsTravelLess than 25%WorkstyleResidentThe 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 firmAt 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. #LI-LS1