Client Relationship Manager Position Available In Orange, Florida

Client Relationship Manager Raymond James Financial, Inc. – 3.8

Orlando, FL Job Details Full-time Estimated:

$76.6K – $99K a year 9 hours ago Qualifications Financial planning software Microsoft Excel Series 66 Mid-level Microsoft Office Series 7 Bachelor’s degree Securities Industry Essentials Series 65 Series 63 Full Job Description Job Description 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. Education Bachelor’s Work Experience Certifications Securities Industry Essentials Exam (SIE) – Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s 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. #LI-LS1