Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
The Joint Chiropractic
Ann Arbor
Looking for a new way of delivering quality chiropractic care? The right adjustment is all it takes. Here at The Joint Chiropractic, we’ve got your back. As one of our doctors, you will find that our unique operating model gives you all the support you need to focus on doing what you do best: looking after your patients. We support you with marketi
Job Source: The Joint ChiropracticBelimed Inc.
Ann Arbor
Field Service Technician - Ann Arbor, MI Belimed is a leading global supplier of innovative cleaning, disinfection and sterilization solutions for medicine, with subsidiaries in Europe, USA and China. Under the brand name Belimed we develop, produce and distribute equipment for hospitals and clinics. Our more than 1000 employees in 10 countries hav
Job Source: Belimed Inc.Anderson Merchandisers
Ann Arbor
WE ARE LOOKING FOR GREAT PEOPLE TO JOIN OUR TEAM- just like you! Our associates have a lot in common. They have great interpersonal skills, enjoy working independently, are self-motivated, and have a relentless drive. Did we mention that while they are working hard, they also like to have fun? We offer flexible hours, competitive pay, and great ben
Job Source: Anderson MerchandisersPlante Moran
Ann Arbor
Assurance Senior - Ann Arbor, MI + Location: United States, Michigan, Ann Arbor Make your mark. Go beyond the numbers, do something different by developing rapport with clients and making a difference. Whether you intend to specialize or would rather gain exposure across many service lines, you won’t be limited at Plante Moran. We’ll encourage you
Job Source: Plante MoranBausch + Lomb
Ann Arbor
Bausch + Lomb (NYSE/TSX: BLCO) is a leading global eye health company dedicated to protecting and enhancing the gift of sight for millions of people around the world—from the moment of birth through every phase of life. Our mission is simple, yet powerful: helping you see better, to live better. Our comprehensive portfolio of over 400 products is f
Job Source: Bausch + LombPlante Moran
Ann Arbor
Administrative Staff - Ann Arbor, MI + Location: United States, Michigan, Ann Arbor Make your mark. Our office admin team focuses on supporting the firm’s critical business needs. From providing assistance to our offices, partners, and practice teams, to leveraging resources and optimizing firm operations, our administrative team plays a key role i
Job Source: Plante MoranStryker
Ann Arbor
We are excited to be named one of the World’s Best Workplaces by Fortune Magazine! We are proud to offer you 12 paid holidays annually. For an overview of our benefits and time off, please follow this link to learn more:US Stryker employee benefits. (loudfront.net/oms/000000/document/2024/6/SMVZW\_USStrykerEmployeebenefits/USStrykerEmployeebenefits
Job Source: StrykerPNC
Ann Arbor
**Position Overview** At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute
Job Source: PNCAnn Arbor
**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. 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**
* 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.
* With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
* 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.
* Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
* May enter orders at the direction of the Financial Advisor.
* 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**
**Education/Previous Experience**
* High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred.
* 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-MI-Ann Arbor
**Organization** Northern
**Schedule** Full-time
**Job Shift** Day Job
**Travel** No
**Req ID:** 2401937
Email Alert for Client Service Associate- Ann Arbor, MI_ jobs in Ann Arbor
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.