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Description

Job Summary

Kruse Woods Financial Partners was founded by a team of Financial Advisors, united behind a common vision, “To offer access to a breadth of global resources, the capabilities and technology of a large corporation, but with the tailored, attentive service of a small office.” We believe our clients deserve exemplary service, and we are committed to delivering it.

As such, we are seeking a dynamic Client Associate who is a motivated, detail oriented and creative problem solver to join our 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 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.

Essential Duties and Responsibilities

• Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.

• 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 client and security information using internal databases and other technologies.

• For proper maintenance and to meet firm and industry requirements, 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 firm and industry policies and procedures.

• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

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.

• Excel, including developing spreadsheets as needed and for ongoing reporting.

• 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.

Educational/Previous Experience Requirements

• Bachelor's degree required

Licenses/Certifications

• Series 7 preferred, or ability to obtain within 6 months

Kruse Woods Financial Partners 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.

Job: Administrative & Support Services

Primary Location: US-OR-Lake Oswego-Oregon

Organization RJFS

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2403829