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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. Additionally, this role will play a crucial part in our social media and marketing efforts, enhancing our online presence and engagement. 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:

• Assists with processing mass mailings.

• Contacts prospective and existing clients to offer services or invite them to seminars.

• Sends prospective and existing clients introductory letters, marketing materials, thank you letters, requests for referrals, etc.

• Coordinates seminars including scheduling, room set-up, menu planning, audio visual aids, and marketing materials.

• Sets up and confirms appointments.

• Obtains and maintains “leads” lists.

• Updates client relationship management system.

• Assists Financial Advisors with marketing efforts including seminars and other client-facing events.

• Develops, implements, and manages social media strategies to enhance the firm's online presence, including content creation, scheduling posts, and engaging with followers on platforms like LinkedIn, Facebook, Twitter, and Instagram.

• Analyzes social media metrics and prepares reports to measure the success of campaigns and provide insights for future strategies.

• Collaborates with the marketing team to develop promotional materials and campaigns that align with the team's goals and brand identity.

• Performs a variety of administrative functions, including data entry.

• Performs other duties and responsibilities as assigned.

Qualifications

Qualifications:

• Company’s working structure, policies, mission, and strategies.

• General office practices, procedures, and methods.

• Basic principles and practices of customer relations, marketing and communications.

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

• Gathering, compiling and updating information and maintaining distribution lists.

• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.

• Provide high level of customer service.

• Social media platforms, trends, and best practices for business use.

• Digital marketing and content creation.

Skill In:

• Social media management tools.

• Graphic design software (e.g., Canva, Adobe Creative Suite) for creating marketing materials.

• Analyzing social media metrics and reporting on campaign performance.

Educational/Previous Experience Requirements:

• High School Diploma or equivalent and 0-2 years in general office experience in a financial services environment or related work experience required.

or

• An equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications:

• None required.

Job: Administrative & Support Services

Primary Location: US-ID-Eagle

Organization Northern

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2403128