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Client Service Associate in Belmont – Provide expert support to independent financial advisors.
Join HB Steele Interactive Financial Planning and deliver outstanding client service while mastering admin tasks.
Job Description Summary
HB Steele Interactive Financial Planning is seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to two independent financial advisors and collaborate closely with our Director of Client Engagement. This client-facing role is essential to delivering outstanding experience through proactive communication, scheduling, and service coordination. The ideal candidate will be professional, discreet, and capable of handling sensitive financial information with integrity. Strong administrative skills, the ability to manage multiple priorities, and a commitment to excellence are critical for ensuring the smooth operation of the practice.
Job Description
If you are passionate about delivering exceptional client service and thrive in a team environment balanced with independent work, we’d love to hear from you.
Essential Duties and Responsibilities
- Service daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clients
- Work both independently and within a 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 with meticulous attention to detail
- 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
- Assist with compliance documentation and recordkeeping
- Review all automated withdrawals and deposits to verify accuracy of monthly financial obligations
- Coordinate mailings and gifting
- 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 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)
Operate standard office equipment and use 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
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
Provide a high level of customer service in a calm and professional manner
Use mathematics sufficient to process account and transaction information
Use appropriate interpersonal styles and communicate effectively
Work both independently and as part of a team
Provide a high level of customer service
Education
Bachelor’s degree preferred, or equivalent years of experience in industry
Experience
3+ years of experience in the financial services industry strongly preferred, particularly in administrative and/or customer service roles
Benefits
Medical, Retirement, PTO
Travel: Not Required
HB Steele Interactive Financial Planning 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 a 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 Bachelor’s
Work Experience General Experience - 3 to 6 years
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 view more details of the benefits offered, visit Myrjbenefits.com.
Legal
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.