Job Description

Who We Are

Maeder Wealth Group offers comprehensive financial planning and wealth management services. The clients we serve expect a certain level of service – marked by impeccable attention to detail and uncommon skill. Personal service with integrity is the foundation of everything we do.

Job Summary

We are seeking a Client Service Associate to add to our team. This person must have strong integrity and work ethic with a pleasant and warm personality. This role provides white glove administrative support to Financial Advisors, their clients, and other branch team members. They will have effective communication skills as well as the ability to organize, manage, and track multiple tasks and assignments with frequently changing priorities and deadlines in a fast-paced and fun work environment.

Responsibilities include but not limited to:

• New client onboarding

• Ongoing client service and communication

• Money movement

• Client correspondence, including scheduling meetings

• Preparing paperwork for client meetings

Qualifications and Skills:

• Strong customer service skills, to include fielding client inquiries via phone and email, scheduling of meetings, and providing other sales support as requested

• Exceptional written and verbal communication skills

• Demonstrated ability to work independently and within a dynamic team environment to provide support to the financial advisors and office associates

• Proficiency in Client Relationship Management (CRM) software.

• Proficiency in Microsoft software

• Knowledge of financial markets, products, investment concepts, practices and procedures used in the securities industry.

Maeder Wealth Group 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.

Maeder Wealth Group offers a competitive benefits package including retirement, medical, and vacation.

Education

High School (HS) (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

Salary Range

$45,000.00-$79999.00

Travel

Less than 25%

Workstyle

Resident

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.

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