Job PostingAxia Financial is an experienced team of financial professionals that provides comprehensive investment consulting and financial planning services. We offer personalized attention, dedicated and focused service with integrity, and advocacy to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ideal candidate is a good communicator, empathetic, professional, and enjoys solving problems.Essential Duties and ResponsibilitiesService daily client inquiries over the phone and in-person, including scheduling meetings and greeting clientsWork both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch officeOpen new client accounts, process money movement, and research information as neededEnsure client paperwork and documentation is accurate prior to submission and processing. Follow up to ensure accurate completionPrepare letters, forms, and reports to assist with servicing existing clients and prospecting for new clientsPrepare various business summary reports and client-specific reporting as needed for review by the financial advisorCreate and maintain records and files utilizing Client Relationship Management (CRM) softwareActively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and proceduresPerforms other duties and responsibilities as assignedKnowledge, Skills, and AbilitiesKnowledge ofCompany's working structure, policies, mission, and strategiesGeneral office practices, procedures, and methodsBasic investment concepts, practices and procedures used in the securities industryFinancial markets, products and industry regulationsSkill inClient Relationship Management (CRM) softwareMicrosoft OfficeEffective communication (in-person, virtual, phone and mail)Ability toOperate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databasesAnalyze and research account informationOrganize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environmentTake initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concernsHandle stressful situations and provide a high level of customer service in a calm and professional mannerAnalyze problems and establish solutions in a fast-paced environmentUse mathematics sufficient to process account and transaction informationUse appropriate interpersonal styles and communicate effectivelyWork both independently and as part of a teamProvide a high level of customer serviceAxia Financial 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.EducationBachelor'sWork ExperienceGeneral Experience - 3 to 6 yearsSalary Range$45,000.00-$65,000.00TravelLess than 25%WorkstyleResidentAt 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 firmAt 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.