Job Description
Job Description
As a Client Service Specialist at Kuethe Wealth Planning | Raymond James, you will play a crucial role in supporting financial advisors and ensuring the smooth operation of the branch. You will assist with client service, administrative tasks, and compliance-related responsibilities while maintaining a high level of professionalism and efficiency.
Key Responsibilities:
- Provide exceptional client service, responding to inquiries and resolving issues promptly.
- Assist financial advisors with account maintenance, documentation, and operational tasks.
- Process transactions, including account openings, transfers, and money movements.
- Ensure compliance with firm policies and industry regulations.
- Maintain accurate records and documentation for audits and reporting.
- Support branch operations by coordinating meetings, handling correspondence, and managing office supplies.
- Collaborate with internal teams to enhance client experience and operational efficiency.
Qualifications & Skills:
- Bachelor’s degree in finance, business administration, or a related field (preferred).
- Experience in financial services, banking, or client support.
- Familiarity with the investment brokerage or financial services industry a plus.
- Excellent communication and interpersonal skills.
- Ability to multitask and work in a fast-paced environment.
- Proficiency in Microsoft Office Suite and financial software.
- Experience using social media platforms and/or marketing experience desired.
Kuethe Wealth Planning | Raymond James offers a collaborative work environment, opportunities for career growth, and a commitment to client-focused financial solutions. As a Client Service Specialist, you will be part of a team that values integrity, innovation, and excellence in financial services.
Kuethe Wealth Planning | Raymond James
6361 Branch Hill Guinea Pike
Loveland, OH 45140
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Kuethe Wealth Planning is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.