What are the responsibilities and job description for the Client Services Representative position at Raymond James?
Series 6 or 7 (preferred). Minimum 10 years experience in-person client service and financial services industry experience. Supporting branch manager/sole producer of 27 year old practice of highly successful independent financial advisor operating through major broker-dealer. Meet and engage with clientele both in office and on phone. Provide pertinent information to clients and prospects in responsive manner. Prepare various documents including new accounts, account transfers, ACH/SWE. Verify client IDs and beneficiary/TOD. Process RMDs. Need understanding of general financial concepts including tax deferral, taxation, account ownership, account types. Trust and confidentiality are paramount in small town environment. Ensure compliance with firm and industry guidelines.
Job Type: Full-time
Pay: $40,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health savings account
- Paid time off
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus pay
COVID-19 considerations:
Posting notice on door. No mask requirement.
Ability to commute/relocate:
- Hiawassee, GA 30546: Reliably commute or planning to relocate before starting work (Required)
Education:
- Associate (Preferred)
Experience:
- Customer service: 5 years (Preferred)
Work Location: One location