Raymondjames · Plattsburgh, New York - United StatesPrepare for this interview
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Job Description Job Summary Clients are our main priority; Making complicated matters simple is our mission. As we evolve, we are seeking a Client Relationship Manager who shares our vision and mission. The successful candidate must be responsible, confident, self-motivated, and a team player - with a strong desire for growth and development. Are you ready to get underway? Read on and apply below. Essential Duties and Responsibilities Manage and deepen client relationships with effective communication and personalized attention in every interaction Collaborate with investment team to develop models and strategies aligned with client objectives Work closely with research analyst and portfolio managers to evaluate investment opportunities 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 (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales and relationship management (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied. Series 7 and Series 66 or the ability to obtain them within allotted time from the start date. Life, Health and Variable Annuity or the ability to obtain within allotted time from the start date The Plattsburgh Raymond James office 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 (Required) Work Experience General Experience - 7 to 12 months Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $32,240.00-$70,000.00 Travel Less than 25% Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com 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, experience
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