Sr. Client Service Associate-Winston Salem, NC

Job description

Job Description Summary Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision making responsibility. Extensive contact with internal and external clients to resolve most questions and problems and refers new or unusual issues to a higher level. Job 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 a...