Practice Business Coordinator-Chattanooga, TN

Job Description Summary

Under limited supervision, supports the development and overall growth of the financial advisor/team’s practice, which may include facilitating revenue growth by increasing in-house sales and client base, improving productivity and/or monitoring and controlling expenses. Uses knowledge and skills obtained through education and experience to resolve client service and team project management issues. Supports and sources new clients from initial contact through transition of accounts to the branch. Extensive contact with internal and external customers is required to establish and maintain networking relationships that support new business development.

Job Description

Responsibilities

• Assistswiththecreationofclientfocusedbusinessdevelopmentstrategies,maintainingandexpanding referral sources including the coordination of target marketingcampaigns.
• Worksindependentlytosourceanddevelopnewclientrelationshipstoenablefinancialadvisorsto meet salesgoals.
• Assistswithplanningandcoordinatingofspecialprojectsforpracticetoincludeclienteventsfor prospective clients that result in a return oninvestment.
• Assistswithprospectiveclients,providesconsultationandeducationregardingtheRaymondJames and Associatesplatform.
• Participatesinconferencecallsandmeetingswithclientstounderstandtheirfinancesandtoaddress issues, interests andconcerns.
• Supportsdeliveryoftheclientexperience,includingmaintainingadministrativeproceduresaswellas coordinating execution of clientrequests.
• Researchesandresolvesmoderatelycomplex problemsrelatingtoclientaccounts andinquiries.
• Maintainsexpertiseinpracticemanagementtoolsandresources,clientreportingandcompliance practices.
• Maintains strong relationships with key business partners both internal andexternal.
• Maintains a prospective client database, gathering information and data on prospectiveclients.
• Assists with preparation of analyses and generates proposals for prospectiveclients.
• Coordinates/overseesthetransitionprocessfornewclienttransitionofaccountswithotherfunctional areas to ensure a professional process from initial client contact through transition of accounts ensuring proper execution of every step of the new client onboardingprocess.
• Partnerswithhomeofficedepartmentstoleverageproductsalesandgeneratenewbusiness opportunities for financial advisors and to coordinate branch-home officeworkflow.
• Responds to requests from Financial Advisors who need assistance in sellingproducts.
• May assist with continuing education of teammembers.
• Performs other duties and responsibilities asassigned.

Education/Experience Requirements

• Associates degree and five years’ experience in financial services industry or related field

~or~

• Bachelor’s degree and one to two years’ experience in the financial services industry

~or~

• An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses

• SIE requiredprovided that an exemption or grandfathering cannot beapplied
• Series7
• Series 63, 65 and/or66 as required bystate

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

At 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 sameWork with and through others to achieve desired outcomes

 Make prompt, pragmatic choices and act with the client in mindTake 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. #LI-DG1