Part-Time Client Service Associate

Job Description Summary

At Irwin Financial Incorporated, we take a sophisticated and client-focused approach to everything we do. We are seeking a Part-Time Client Service Associate who shares our vision and values to add to our team. The ideal candidate is dependable, dynamic, attentive, and team oriented. Are you ready? Let’s uncover the possibility of working together.

Job Description

Essential Duties and Responsibilities

• Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients

• Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office

• Open new client accounts, process money movement, and research information as needed

• Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion

• Prepare letters, forms, and reports to assist with servicing existing clients and prospecting for new clients

• 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

• Performs 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

• Basic investment concepts, practices and procedures used in the securities industry

• Financial markets, products and industry regulations

Skill in

• Client Relationship Management (CRM) software

• Microsoft Office

• Effective communication (in-person, virtual, phone and mail)

Ability to

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

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

• 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

• Work both independently and as part of a team

• Provide a high level of customer service

Education/Experience Requirements

• 2+ years of professional office experience

Workstyle: Onsite

Travel: None required

Schedule: Part-Time, 3 Days a Week /8 Hours a Day (Preferred)

Irwin Financial Incorporated 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.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Education

Work Experience

Certifications

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 v