Senior Client Service Associate

Job Description

Job Summary

“Great things in business are never done by one person. They’re done by a team of people.”

 

Our mission is to enrich the lives of our clients and their families by providing quality independent financial advice. Nothing is more important to us than our clients – that’s the approach we take by providing a high degree of attention and service.

 

McDermott Armati Wealth Strategies is seeking a Senior Client Service Associate who shares our vision and mission. This essential role helps to provide high touch administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.

 

The ideal candidate will have effective communication skills as well as the ability to excel in a fast-paced, detail-oriented work environment. Join us and see where a career at McDermott Armati could take you!

Essential Duties and Responsibilities

• Services basic inquiries and scheduling of meetings with prospective and existing clients
• Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
• Opens new client accounts and researches client information using internal databases and other technologies.
• Ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
• Prepares letters, forms and reports to assist with servicing existing clients
• Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
• Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
• Performs other duties and responsibilities as assigned.

Knowledge of

• Company’s working structure, policies, mission, and strategies.

• General office practices, procedures, and methods.

• Investment concepts, practices and procedures used in the securities industry.

• Financial markets, products and industry regulations.

Skill in

• Client Relationship Management (CRM) software, or similar contact management software.

• Microsoft Office, including Excel developing spreadsheets as needed and for ongoing reporting.

• Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)

Ability to

• Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

• Analyze and research account information.

• Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

• 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.

• Handle stressful situations and provide a high level of customer service in a calm and professional manner.

• Analyze problems and establish solutions in a fast paced environment.

• Use mathematics sufficient to process account and transaction information.

• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.

• Work both independently and as part of a cohesive team.

• Provide a high level of customer service.

McDermott Armati Wealth Strategies 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

High School (HS) (Required)

Work Experience

General Exp