Client Service Associate
| Company | Raymond James Financial |
|---|---|
| Location | Montgomery, AL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- Bachelor’s degree
- 13 months to 3 years of general experience
- Strong organizational skills
- Ability to multitask in a fast-paced environment
- Marketing experience
Responsibilities
- Collaborate with the marketing team to develop and implement client-focused initiatives
- Assist in creating and managing compliance approved client communications, including newsletters, emails, and social media content
- Help organize and execute client events and webinars
- Support the development and maintenance of compliance approved marketing materials and client-facing documents
- Process client requests for check issuance and money/security transfers in a timely and accurate manner
- Respond to client requests for information regarding their accounts
- Assist in troubleshooting and resolving client issues related to account operations
- Assist in processing operational forms and documents
Preferred Qualifications
-
No preferred qualifications provided.