Position Available In Pasquotank, North Carolina

Non-Registered Client Service Assistant – Towne Wealth Management (Raymond James Financial Services, Inc.) Towne Wealth Management Elizabeth City, NC 27909

Primary Purpose:

Assists financial advisors with providing efficient, quality service to clients

Essential Responsibilities:

Answer telephones and screens calls for financial advisors Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries Researches client and security information through the back office system Processes and follows up on client documentation for proper maintenance of accounts Prepares letters, forms and spreadsheets to assist with servicing existing clients and prospecting for new clients Creates and maintains records and files Maintains databases and creates reports using portfolio software programs Assists financial advisors with marketing efforts including seminars, etc. Receives and processes securities Trains other service associates when needed Supervises other support staff when needed under direction of supervisor Cross-trains on other operational functions and performs back-up in these areas as needed

Minimum Required Skills and Competencies:

Must project an excellent customer service attitude Good interpersonal skills to deal with clients, financial advisors and other staff Strong written and verbal communication skills sufficient to deal with financial advisors, clients and other staff Professional and pleasant appearance and demeanor to work with clients Ability to work under pressure and meet daily deadlines Ability to work independently Good organizational skills to be able to prioritize tasks Good analytical skills to be able to research account information Mathematical abilities sufficient to process account and transaction information Ability to operate general office equipment (copier, fax, etc.) Computer skills adequate for creating/maintaining databases and the ability to learn various software packages High School graduate or equivalent Regular attendance is required

Desired Skills and Competencies:

At least 5 years securities industry or related work experience preferred Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.