Job Description Job Summary At Evans Financial, we believe a strong foundation opens the door to a bigger and brighter future. The Client Associate is the foundation of our team in many ways. The ideal candidate is detail-oriented, loves working in back-office operations, and truly enjoys people. They will share in our vision of equal partnership and ownership of our work. Join us and see where a career at Evans Financial can take you.
Essential Duties and Responsibilities - Services a high volume of daily interactions, including basic inquiries and scheduling of meetings.
- Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
- Opens new client accounts and researches information using internal databases and other technologies.
- 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.
- Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures.
- Performs other duties and responsibilities as assigned.
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.
- Microsoft Office.
- Tax software
- 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.
Evans Financial Group and its employees are independent contractors with respect to Raymond James ; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates. Education High School (HS) (Required)
Work Experience General Experience - 3 to 6 years
Certifications Salary Range $45,000.00-$60,000.00
Travel Less than 25%
Workstyle Resident
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.