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Raymond James Financial, Inc. Client Service Associate in Fort Myers, Florida

Job Description

Responsibilities:

  • Provide concierge-level customer service to our clients

  • New account onboarding

  • Money movement (transfers, redemptions/distributions, contributions)

  • Processes beneficiary changes

  • Review and or place trades

  • Collect information and process insurance applications

  • Answer inbound phone calls

Knowledge, Skills & Abilities:

  • Excellent interpersonal skills

  • Excellent attitude and an extraordinary client service orientation

  • A genuine interest in serving and caring for other people

  • Excellent organizational and time management skills

  • An ability to handle multiple tasks and operate in tight deadlines

  • Proficient use of Microsoft Office Word, and Excel

  • Ability to quickly adapt to proprietary computer systems and applications

  • 3 – 5 years of experience in processing securities typically gained by working for a brokerage firm, trust company, financial planner, or bank

Preferred:

  • FINRA Series 7, 63 & 65

  • Insurance licenses

Uhler Vertich White Advisors 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

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.

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