Raymond Work From Home Jobs Advisor Full Time
Industry: Private
Employment Type: Full Time
Work Hours: 8
Salary: £35 – £45Hour
Location: United Kingdom
Company: Raymond James Financial
Description:
Raymond Work From Home Jobs Advisor Full Time
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 Registered 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!
Raymond Work From Home Jobs Advisor Full Time
Essential Duties and Responsibilities
Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes 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.
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
Reviews, assesses and responds to all corporate action items and client account alerts.
Prepares financial reports, spreadsheets and other materials for client meetings.
Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
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.
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.
Raymond Work From Home Jobs Advisor Full Time
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
Company’s working structure, policies, mission, and strategies.
Managed account platforms.
General office practices, procedures, and methods.
Investment concepts, practices and procedures used in the securities industry.
Financial markets, products and industry regulations.
Trading terminology.
Skill in
Client Relationship Management (CRM) software, or similar contact management software.
Goal planning software.
Excel, including developing spreadsheets as needed and for ongoing reporting.
Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
Raymond Work From Home Jobs Advisor Full Time
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.
An equivalent combination of experience, education, and/or training as approved by Human Resources.
Raymond Work From Home Jobs Advisor Full Time
About the Raymond James Financial Company :
Raymond James Financial, Inc., established in 1962, is a diversified financial services company headquartered in the United States. It expanded into the United Kingdom in 2001, offering wealth management and investment services tailored to the needs of UK clients.
Presence in the UK
Operating under the name Raymond James Investment Services (RJIS), the firm provides a range of services, including financial planning, investment management, and advisory services. It caters to both private clients and institutional investors, maintaining a strong network of independent investment managers and advisers across the country.
Services Offered
Wealth Management: RJIS offers personalized wealth management solutions, focusing on bespoke financial strategies to meet individual client goals. This includes retirement planning, tax-efficient investment strategies, and estate planning.
Investment Management: The company provides access to a wide array of investment products, such as equities, bonds, mutual funds, and alternative investments. Portfolio management services are tailored to align with clients’ risk tolerance and financial objectives.
Advisory Services: RJIS supports independent financial advisers with a robust platform, offering them the tools and resources needed to serve their clients effectively. This includes comprehensive research, technology solutions, and compliance support.
Commitment to Clients
Raymond James Investment Services emphasizes a client-first approach, ensuring that financial plans and investment strategies are designed with the client’s best interests in mind. The firm is known for its commitment to integrity, transparency, and personalized service.
Conclusion
Raymond James Financial’s presence in the UK, through RJIS, underscores its commitment to delivering high-quality financial services. By leveraging its extensive resources and expertise, it continues to help clients achieve their financial goals and navigate complex investment landscapes.
Raymond Work From Home Jobs Advisor Full Time
Raymond Work From Home Jobs Advisor Full Time – SarkariVaccancy
