**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