Client Service Associate

Job Description

At Blunt Wealth Services we exist for one reason: to help people live their best lives through financial empowerment and community. We do so by taking a concierge approach to working with our clients helping to form lifelong and intimate relationships.

As we grow we are seeking a Client Service Associate to support our Financial Advisors clients and overall branch operations. The ideal candidate has strong administrative organization and customer service skills.

When you become a part of the Blunt Wealth Services family you will have a highly collaborative positive and trusted team by your side!

Essential Duties and Responsibilities

• Services daily client inquiries over the phone and in-person including scheduling meetings and greeting clients

• Works both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office

• Opens new client accounts process money movement and researches information as needed

• Ensures client paperwork and documentation is accurate 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 Skills and Abilities

Knowledge of

• Companys working structure policies mission and strategies

• General office practices procedures and methods

• Basic investment concepts practices and procedures used in the securities industry

• Financial markets products and industry regulations

Skill in

• Client Relationship Management (CRM) software

• Microsoft Office

• Effective communication (in-person virtual phone and mail)
• Marketing branding and social media

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

• 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

• Work both independently and as part of a team

• Provide a high level of customer service

Experience: 1 years of experience in the financial services industry.

Salary: $60000 - $85000

Benefits: Medical Retirement Profit Sharing Annual Discretionary Bonus PTO

Travel: Not Required

Workstyle: Onsite

Blunt Wealth Management 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.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this

Education

Work Experience

Certifications

Salary Range

Travel

Workstyle

The total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity) discretionary bonuses or commissions. This position is eligible for a benefits package that may include medical dental and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation holidays and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered visit

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms 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.