Complex Business Coordinator (Houston, TX)

Job Description Summary

Under limited supervision, assists with the execution of strategic plan for overall growth of the Branch or Complex. Uses knowledge and skills obtained through education and experience to resolve service or project management issues. Extensive contact with internal and external customers is required to establish and maintain networking relationships that support new business creation.

Responsibilities

• Supports execution of a strategic plan to monitor and control expenses, facilitate revenue growth, and improve productivity.
• Supports delivery of the client or prospect experience, including maintaining administrative procedures as well as coordinating execution of client or prospect requests.
• Works directly with home office departments to coordinate branch-home office workflow.
• Researches and resolves moderately complex problems relating to client accounts and inquiries.
• Assists with planning and coordinating of special projects for branch or complex to include events for clients or prospects that result in a return on investment.
• Maintains expertise in practice management tools and resources, reporting and compliance practices.
• Assists branch manager, complex manager, or practice business manager with continuing education of team members.
• Maintains strong relationships with key business partners both internal and external.
• Assists with prospective advisors, provides consultation and education regarding the Raymond James and Associates platform.
• Maintains a prospect database, gathering information and data on prospects to be used by branch or complex manager to determine suitability in the branch recruiting process.
• Assists with preparation of payout analyses based on prospect's production and mix of business.

Coordinates /oversees the transition process for internal transfers and/or new affiliates with other functional areas to ensure a professional recruiting process from initial contact through transition to the branch ensuring proper execution of every step of the commit /onboarding process.

• Partners with home office departments to leverage product sales and generate new business opportunities for financial advisors.
• Performs other duties and responsibilities as assigned.

Education/Experience Requirements

• Associates degree and five years' experience in financial services industry or related field
• ~or~
• Bachelor's degree and a minimum of two years' experience in the financial services industry or related field
• ~or~
• An equivalent combination of experience, education and/or training as approved by Human Resources

• Licenses Required
• None
• Education
• Bachelor's - Completed
• Work Experience
• Certifications
• Travel
• Less than 25%
• Workstyle
• Resident

Pay and benefits

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status.

To view more details of the benefits offered, visit Myrjbenefits.com.

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 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.

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