Job Description

Tempus Advisors, a Greenwich, CT based wealth advisory practice aligned with Raymond James, seeks a full-time Client Service Associate for immediate hire. This opportunity is geared toward someone looking for long term growth opportunities. You will need to be able to work in a friendly, helpful small-team office environment, as this role will be performed entirely in the office during standard business hours. The ideal candidate will possess a very strong attention to detail with superior follow through skills and a demonstrated ability to prioritize. You will be delivering outstanding client service with a highly professional demeanor communicating with clients by phone or in person. The ability to work independently and take initiative are a must, along with excellent written and verbal communication skills.

RESPONSIBILITIES INCLUDE:

• Provide regular day to day account administration support
• Maintain CRM database
• Interact with clients on a regular basis, anticipating client needs, solving problems and following through with exceptional service
• Assist in the preparation of prospect presentations
• Prepare existing client account reviews
• Collect appropriate documentation to set up and open new accounts
• Process required paperwork for investment and insurance transactions
• Process client requests for wires, checks distributions, etc.
• Maintain client files and CRM
• Work effectively with other team members

JOB REQUIREMENTS:

• Bachelor’s degree
• Minimum two years client service experience in the financial industry
• Series 7, Series 63 or 66 a plus, but not required
• Microsoft Office, DocuSign and Adobe skills
• Full-time in the Greenwich, CT office

WHAT WE OFFER:

· Medical, dental, and vision benefits following a 60-day waiting period

· 401k plan with matching

· Three weeks paid time off

· Nine paid holidays based on the NYSE calendar

· Excellent location in downtown Greenwich, CT

· Competitive compensation commensurate with experience

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Tempus Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.