Job Summary
Conservative, pragmatic, and proud of the way we do business: we are a team with a keen focus on our clients. As our team expands, we are seeking a Client Relationship Manager who shares our vision and values.
The Client Relationship Manager fosters and deepens client relationships throughout the financial review process. The ideal candidate will be committed, competent, responsible, and dependable.
Join our assembly of experienced professionals, where the future is at your fingertips!
Responsibilities:
Manage and deepen client relationships with effective communication and personalized attention in every interaction
Support the firm’s growth
Enter trades, orders, and rebalances as requested
Schedule, attend, and facilitate client meetings
Manage referrals effectively
Prepare financial reports, spreadsheets, and other materials for client meetings
Create and maintain records and files utilizing Client Relationship Management (CRM) software
Participate in marketing efforts including seminars and other client-facing events
Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures
Essential Duties and Responsibilities
Manage and deepen client relationships with effective communication and personalized attention in every interaction
Support the firm’s growth
Enter trades, orders, and rebalances as requested
Schedule, attend, and facilitate client meetings
Manage referrals effectively
Prepare financial reports, spreadsheets, and other materials for client meetings
Create and maintain records and files utilizing Client Relationship Management (CRM) software
Participate in marketing efforts including seminars and other client-facing events
Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures
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
Financial planning software
Skill in
Client Relationship Management (CRM) software
Microsoft Office Suite
Effective communication (in-person, virtual, phone, and mail)
Ability to
Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
Analyze and research account information
Handle stressful situations and provide a high level of client attention in a calm and professional manner
Analyze problems and establish solutions in a fast-paced environment
Use appropriate interpersonal styles and communicate effectively
Work both independently and as part of a cohesive team
Demonstrate competence, dependability, and responsibility
Education/Previous Experience
- Bachelor’s degree preferred.
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 required
Series 63, 65 and/or 66 as required by state
Jason Claycomb/Raymond James 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.