Relationship Management Support Specialist, RCS

RCS Relationship Management Team Support

Under limited supervision, uses specialized knowledge and skills obtained through experience, training and / or certification to support the RCS Relationship Management team in meeting specific marketing and sales goals designed to drive client loyalty and grow the RCS client relationships. Collaborate with service, operations, risk, trading, technology, and other internal subject matter experts to research client concerns. May lead defined work or projects of moderate scope and complexity. Manage reporting, contact management, and execute strategic communications. Extensive contact with internal and external customers is required to establish and maintain relationships.

Essential Duties and Responsibilities :

• Supports all aspects of territory management, administration and reporting.
• Assists with the execution of relationship strategies and strategic communications.
• Manages all aspects of client-specific pricing and expense billing, including maintaining pricing schedules across systems, resolving operational and billing issues, and ensuring accuracy and compliance through quality checks.
• May attend client meetings, conferences or host prospects during Home Office Visits (HOV).
• Manages Advisor Choice process, including aspects of RCS platform due diligence.
• Spearheads post-transition engagement with internal and external firms new to RCS.
• Directs all aspects of client firm level changes including mergers, reorganizations, or branding.
• Prepares materials for in person client meetings.
• Maintains SalesForce CRM data.
• Coordinates aspects of the RCS Events & Education strategy.
• Manages product partner relationships.
• Coordinates education sessions with internal business partners for relationship team.
• Uses applications to promote team communication and maintains calendars.
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities :

Skill in :

Ability to :

Educational / Previous Experience Requirements :

Licenses / Certifications :

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms 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.