**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,clientreportin...