**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 prior to submission and processing Follow up to ensure accurate completion
+ 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
+ Assist with marketing and client events
+ 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**
+ Company's working structure, policies, mission, and strategies
+ 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)
**Ability to**
+ 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
**Experience and Licenses**
+ One (1) or more years securities industry or related work experience preferred
+ SIE, series 7 & 66 preferred
_Karsten Financial 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._
_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._
Client Service Associate • Fremont, MI, US
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a var... Show more
Job Title: Work From Home Customer Service Representative.As a Work From Home Customer Service Representative at Amazon, you will be the first point of contact for customers seeking assistance.You ... Show more
Join our distributed team and help evaluate online platforms through interactive testing assignments.This is a flexible, remote opportunity with full training provided and no prior experience requi... Show more
We are urgently seeking people interested in taking market research studies for well known brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Ear... Show more
We're looking for a reliable and professional Medical Courier to transport time-sensitive medical materials — including lab specimens, pharmaceuticals, medical equipment, and patient records — betw... Show more
Commercial Lines Underwriter- Fremont Insurance.This position is currently able to work remotely from a home office location (Michigan) for day-to-day operations unless occasional travel for meetin... Show more
Are You Sure You Want To Apply For This Job?.Please take a moment to verify your personal information and resume are up-to-date before you apply. Show more
Description We are looking for a detail-oriented Tax team member to support tax preparation and compliance activities in a Michigan location.This role focuses on preparing accurate individual and... Show more
Remote Jobs are now available in your area.This position is a work from home position.You will not need to come into the office.Benefits: Health Insurance, 401K, Vacation& PTO.Apply now! Work f... Show more
As a family company, we serve people and communities.When you work at Meijer, you're provided with career and community opportunities centered around leadership, personal growth and development.Con... Show more
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a var... Show more
CFS has partnered with a growing company that's looking to hire an AP Specialist.Our client is seeking a meticulous and proactive individual to join our accounting team.The Accounts Payable Special... Show more
Direct Support Professional - Harbor Point Nunica West - 2nd Shift Full Time.Job Category: Direct Care Requisition Number: DIREC023957.Location: Nunica, MI 49448, USA.We are helping people overcome... Show more
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... Show more
Looking for a meaningful way to earn significant income while doing something truly impactful?.Surrogacy with Roots offers one of the most supported and well-compensated journeys available.Base com... Show more
Baker Auto Group Office Team Member.Baker Auto Group is looking for another team member for their Hudsonville office location (GMC Buick).This location assists multiple rooftops (GMC, Buick in Huds... Show more
At Hulst Jepsen Physical Therapy, Inc.In our daily lives, we try to live God-centered which helps us love people and build relationships.We value promoting growth, embracing change, and encouraging... Show more
Location: 6421 Pierce Street, Allendale, MI, 49401, United States.Job Category: Assistant Home Supervisor. Show more
Under the supervision of the Probate Register, assists parties to matters before the Probate Court in complying with the substantive and procedural requirements of the Estates and Protected Individ... Show more
Join Beacon Specialized Living Where Every Shift Makes a Difference.Are you looking for a meaningful career where your work truly matters? At Beacon Specialized Living, we support adults with inte... Show more
