Client Associate jobs in Fort Smith, AR

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Client Service Associate-Fort Smith, AR
  • Raymond James Financial, Inc.
  • Fort Smith, AR FULL_TIME
  • Client Service Associate-Fort Smith, AR-2401420

    Description


    Job Summary
    Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!

    Essential Duties and Responsibilities
    • Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
    • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
    • With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
    • Opens new client accounts and researches client and security information using internal databases and other technologies.
    • For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
    • 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.
    • Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
    • May enter orders at the direction of the Financial Advisor.
    • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
    • Performs other duties and responsibilities as assigned.


    Qualifications

    Knowledge, Skills, and Abilities
    Knowledge of
    • Company’s working structure, policies, mission, and strategies.
    • General office practices, procedures, and methods.
    • Investment concepts, practices and procedures used in the securities industry.
    • Financial markets, products and industry regulations.
    Skill in
    • Client Relationship Management (CRM) software, or similar contact management software.
    • Excel, including developing spreadsheets as needed and for ongoing reporting.
    • Effective 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.
    • Analyze and research account information.
    • 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.
    • Handle stressful situations and provide a high level of customer service in a calm and professional manner.
    • 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.
    Educational/Previous Experience Requirements
    Education/Previous Experience
    • High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred.
    • OR ~
    • An equivalent combination of experience, education, and/or training as approved by Human Resources.
    Licenses/Certifications
    • None required

    Raymond James Guiding Behaviors
    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.
    Job Administrative & Support Services
    Primary Location US-AR-Fort Smith-Fort Smith
    Organization Western
    Schedule Full-time
    Shift Day Job
    Travel No

    Salary Range: CO, CA, DC, HI, IL, NJ, NY, WA (based on Education, Work Experience, and Geographic Location) $55-$65k
    Eligible for Discretionary Bonus Yes
    #LI-DG1
  • 1 Day Ago
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Client Services Coordinator
  • Allstate - Danielle Emery Agency
  • Van, AR FULL_TIME
  • Client Service Coordinator We are looking to add a team member who has a great attitude with an outgoing personality, above average computer skills, the ability to multi-task, and works well in a team...
  • 19 Days Ago
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Client Solution Specialist
  • Torq Distribution
  • Fort Smith, AR FULL_TIME
  • Territory Sales Manager The Company is a highly professional Sales and Distribution company that supplies the automotive industry’s car dealerships, independent shops, and franchises with a full line ...
  • 10 Days Ago
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LPN Client Intake
  • Oklahoma Healthcare Solutions VII
  • Wilburton, OK FULL_TIME
  • Work Summary Assists to receive client referrals, screen referrals in regard to managed entity's resources and client's needs. Coordinates with managed entities Director of Clinical Services to dispat...
  • 12 Days Ago
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Remote Client Billing Specialist
  • Shared Services Center - Fort Smith
  • Fort Smith, AR FULL_TIME
  • This position is remote. Summary: The Client Billing and Reimbursement Specialist - Level I, under the direction of Accounts Receivable Manager, ensures claims and invoices submitted to responsible en...
  • 1 Month Ago
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Director of Client Safety Services and Loss Control
  • BHC Insurance
  • Fort Smith, AR FULL_TIME
  • Work Locations: Fort Smith, AR. Northwest Arkansas Job Overview:The purpose of a Director of Client Safety Services and Loss Control is to provide value added service to BHC clients and prospects by e...
  • 19 Days Ago
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0 Client Associate jobs found in Fort Smith, AR area

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Account Representative - State Farm Agent Team Member
  • James Blanton - State Farm Agency Intern
  • Stilwell, OK
  • Job Description Job Description Benefits: Competitive salary Opportunity for advancement Paid time off Training & develo...
  • 4/25/2024 12:00:00 AM
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Physical Therapist Assistant, Home Health Full Time
  • Centerwell
  • Fort Smith, AR
  • **Become a part of our caring community and help us put health first** As a **Home Health Physical Therapist Assistant**...
  • 4/25/2024 12:00:00 AM
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Discipline Leader-Long-Range Transportation Planning
  • CDM Smith
  • Fort Smith, AR
  • **36941BR** **Requisition ID:** 36941BR **Business Unit:** TSU **Job Description:** **We are open to filling this positi...
  • 4/24/2024 12:00:00 AM
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Vice President, Corporate Services Administration
  • Government Of Northwest Territories
  • Fort Smith, AR
  • Vice President, Corporate Services Administration Aurora College's mission is to demonstrate leadership in the delivery ...
  • 4/23/2024 12:00:00 AM
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CORP - Sr. Manager of Technical & Veterinary Services
  • Bachoco OK Foods
  • Fort Smith, AR
  • Founded more than 80 years ago, OK Foods has grown from a livestock and poultry feed manufacturer to join one of the wor...
  • 4/23/2024 12:00:00 AM
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Private Security Officer WEEKENDS
  • SafeHaven Security Group LLC
  • Van Buren, AR
  • Job Type Full-time Description Are you a protector? SafeHaven Security Group, LLC is a leading security company who spec...
  • 4/23/2024 12:00:00 AM
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MUL - Quality Assurance Supervisor 2nd Shift
  • Bachoco OK Foods
  • Muldrow, OK
  • Founded more than 80 years ago, OK Foods has grown from a livestock and poultry feed manufacturer to join one of the wor...
  • 4/22/2024 12:00:00 AM
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PRN Security Officer Position
  • SafeHaven Security Group LLC
  • Van Buren, AR
  • Job Type Part-time Description Are you looking to supplement your income from time to time? Are you interested in taking...
  • 4/22/2024 12:00:00 AM
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About Fort Smith, Arkansas

Fort Smith is the second-largest city in Arkansas and one of the two county seats of Sebastian County. As of the 2010 Census, the population was 86,209. With an estimated population of 88,037 in 2017, it is the principal city of the Fort Smith, Arkansas-Oklahoma Metropolitan Statistical Area, a region of 298,592 residents that encompasses the Arkansas counties of Crawford, Franklin, and Sebastian, and the Oklahoma counties of Le Flore and Sequoyah. Fort Smith has a sister city relationship with Cisterna, Italy, site of the World War II Battle of Cisterna, fought by United States Army Rangers c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$46,294 to $60,698
Fort Smith, Arkansas area prices
were up 1.2% from a year ago
View detail

What does a Client Associate do?

Client Associate
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
October 26, 2022
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
January 22, 2023
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
April 05, 2023
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 2023
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
April 24, 2023
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
May 02, 2023
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
May 18, 2023