Location: Southfield,MI, USA
Description
Job Summary
“Great things in a business are never done by one person. They're done by a team of people.” R2 Financial Planning takes this to heart when hiring, and as such, we are seeking a dynamic Operations Specialist to add to our team. Under general supervision, uses specialized skills gained through training and experience to provide proactive support to financial advisors. Provide efficient and detail-oriented, high quality client service, account maintenance, and administrative support to advisors within the scope of the program. Follows established standard operating procedures to perform tasks, projects, and assist clients. Receives general guidance and direction to perform other work with substantial variety and complexity requiring decision making responsibility.
Essential Duties and Responsibilities
Communicates with assigned advisors proactively on a daily basis to ensure needs are being met and necessary support is being provided.
Manages client account maintenance activities which includes, but is not limited to opening/maintaining accounts, submitting forms, money movement, monitoring transactions and transfers, etc.
Delivers client support which includes, but is not limited to client meeting preparation, running reports, meeting follow up, and special outreach projects, etc.
Provides high caliber service to clients by responding to inquiries and requests promptly.
Researches complex client situations, communicates with home office departments to seek a timely resolution, while managing client's expectations until resolved.
Participates in ongoing training and education to ensure the most efficient usages of technology and firm resources.
Performs other duties and responsibilities as assigned.
Coordinates /oversees the transition process for new client transition of accounts with other functional areas to ensure a professional process from initial client contact through transition of accounts ensuring proper execution of every step of the new client onboarding process.
Assists with prospective clients, provides consultation and education regarding the Raymond James and Associates platform.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
Company's working structure, policies, mission, and strategies.
General office practices, procedures, and methods.
Financial industry experience
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
Work independently.
Provide a high level of customer service.
Skill in
Proficient use of Microsoft program suite, with advanced excel knowledge
Able to analyze account information
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Provide the most efficient usage of technology and firm resources to enhance the client experience
Ability to
Help drive utilization/adoption to key tools and resources
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
Work independently.
Provide a high level of customer service.
Educational/Previous Experience Requirements
Bachelor's degree and five (5) years of licensed financial services industry service experience.
Branch experience preferred
~or~
An equivalent combination of experience, education, and/or training
R2 Financial Planning LLC 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.
Job: Administrative & Support Services
Primary Location: US-MI-Southfield-Southfield
Organization RJFS
Schedule Full-time
Job Shift Day Job
Travel No
Req ID: 2403747