Senior Client Service Associate
Current• Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries.• Researches client and security information through the back office system.• Processes and follows up on client documentation for proper maintenance of accounts.• Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.• Creates and maintains records and files.• Ensures required client paperwork is current with firm and industry requirements, rules and regulations.• Maintains databases and creates reports using portfolio software programs.• Assists Financial Advisors with marketing efforts including seminars, etc.• Receives and processes securities.• Receives cross-training and assists with other operational functions as required.• Performs other duties and responsibilities as assigned.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC
