What are the responsibilities and job description for the Client Service Associate position at Bison Wealth Planners | Raymond James?
Company Description
Bison Wealth Planners operates as an independent business affiliated with Raymond James Financial Services, Inc.
Role Description
This is a full-time, on-site role for a Client Service Associate located in Chelsea, MI. Responsibilities include assisting clients with inquiries, providing exceptional customer service, and supporting financial advisors with administrative tasks. The Client Service Associate will ensure accurate documentation, facilitate client communication, and support client account management to foster strong client relationships.
Qualifications
- Skills in Client Services, Customer Service, and Customer Support
- Strong Communication skills with the ability to address inquziries effectively
- Knowledge or experience in Finance, with a focus on investment or financial services
- Highly organized with attention to detail and problem-solving abilities
- Proficiency with office software and technology tools
- Ability to work collaboratively in an on-site environment in Chelsea, MI
- Previous experience in the financial services industry is a plus
- Associate or Bachelor’s degree in Business, Finance, or related field preferred