JobMesh

Branch Operations Specialist

Raymond James · Plymouth, Minnesota, US

Job Description Summary Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financia...

Job description

Job Description Summary 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 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! Responsibilities: - Receives and directs visitors and telephone calls; maintains record of inquiries, as required. - Sorts, screens and distributes incoming and outgoing mail. - Processes money movement of funds, disbursements and check delivery. - Transmits and receives messages with ho...