Raymond James Financial, Inc

Client Experience Manager

Raymond James Financial, Inc$55K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree preferred
  • 3 to 6 years of general experience required
  • Series 7 & 66 preferred, or ability to obtain
  • Knowledge of financial markets and products
  • Proficiency in CRM software and Microsoft Office

Responsibilities

  • Prepare financial reports and materials for client meetings
  • Attend client meetings and manage follow-ups
  • Track tasks to completion post-meeting
  • Ensure accuracy of client paperwork
  • Create and maintain records using CRM software
  • Engage in ongoing professional development
  • Execute details while keeping a focus on big-picture goals

Benefits

  • Collaborative team environment
  • Commitment to professional growth and development opportunities
  • Focus on a people-first culture
  • Support for work-life balance with less than 25% travel
  • Opportunities to contribute to the firm's evolution
Full Job Description
Job Description

Job Summary

The Client Experience Manager is the anchor of our team in many ways. The ideal candidate is a critical thinker and fast learner with strong communication and attention to detail. They are lifelong learners and truly enjoy people - the foundation of our business. By joining us, you're joining a collaborative team you can count on!

Essential Duties and Responsibilities
  • Prepare financial reports, spreadsheets, and other required materials for client meetings
  • Attend client meetings, initiate follow up, and delegate tasks
  • Manage post meeting process, including tracking tasks to completion and working with team to ensure client experience is positive and efficient.
  • Enter trades, orders, and rebalances as requested
  • Ensure client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
  • Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor.
  • Create and maintain records and files utilizing Client Relationship Management (CRM) software.
  • Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures.
  • Ability to execute at the granular level yet stay focused on the big picture
  • Perform other duties and responsibilities as assigned.


Knowledge, Skills, and Abilities

Knowledge of
  • Company's working structure, policies, mission, and strategies
  • General office practices, procedures, and methods
  • Financial markets, products and industry regulations
  • Trading terminology
  • Financial planning software
  • Managed account platforms


Skill in
  • Client Relationship Management (CRM) software, or similar contact management software.
  • Microsoft Office.
  • Tax software
  • Effective communication (in-person, virtual, phone and mail)


Ability to
  • Manage tasks and projects in an efficient manner
  • Familiarity with various software applications, including Microsoft, CRMs and planning software
  • Works both independently and within a dynamic team environment
  • Analyze and research account information.
  • 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.
  • Analyze problems and establish solutions in a fast-paced environment.
  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
  • Provide a high level of customer service.
  • Demonstrate competence, dependability, and responsibility


Education/Previous Experience
  • Bachelor's degree preferred


Licenses/Certifications
  • Series 7 & 66 preferred, or ability to obtain within specified period


Hall & Dornan Capital Partners 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
General Experience - 3 to 6 years

Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Salary Range
$55,000.00-$110,000.01

Travel
Less than 25%

Workstyle
Resident

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ

Similar Jobs

More Jobs at Raymond James Financial, Inc

More Finance & Insurance Jobs

Find similar Client Experience Manager jobs: