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Kuethe Wealth Planning | Raymond James

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Financial Client Services Specialist

Anderson, OH · On-site

$21.50 - $29/hr

As a Client Service Specialist at Kuethe Wealth Planning | Raymond James , you will play a crucial role in supporting financial advisors and ensuring the smooth operation of the branch. You will ...

Kuethe Wealth Planning | Raymond James

Be Seen First

Financial Client Services Specialist

Anderson, OH · On-site

$21.50 - $29/hr

As a Client Service Specialist at Kuethe Wealth Planning | Raymond James , you will play a crucial role in supporting financial advisors and ensuring the smooth operation of the branch. You will ...

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Finance operations Support (3 months contract) 5 open positions

Financial Client

Columbus, OH • On-site

Other

Posted 5 days ago

Job description

***HARD start date of 9/28/2026 *** 3 days in office, 2 from home JOB DESCRIPTION The Asset Movement Team (AMT) Associate will act as an extension of local branch management in the review and approval of incoming and outgoing money movement transactions. The AMT Associate’s will work with various systems to ensure the appropriate approval of each transaction. AMT Associates will partner with the Regional Leader and/or the Field Service Team Manager to resolve issues while processing requests. They will abide by firm and industry rules to prevent fraud, protect client’s assets and follow client instructions. RESPONSIBILITIES • Provide world class customer service. • Work closely with branch associates to review and approve money movement requests in a timely manner. • Work in a fast-paced environment with high quality standards. • Communicate with Senior Management and Branch Associates when needed. • Work in a team setting using critical thinking skills and internal resources to resolve escalations. • Apply risk approved policies to prevent client fraud. • Keep current on SEC/FINRA, Compliance and Firm Policies for transaction-based requests. • Work on projects and technology pilots when appointed. • Other duties as assigned. QUALIFICATIONS • College preferred or equivalent experience • 3+ years of related experience • Ability to demonstrate success in previous roles • Basic clerical and administrative skills • Effective written and verbal communication skills • Excellent interpersonal and client service skills • Organizational skills, decision making skills, attention to detail and excellent follow up skills • Experience using Microsoft suite. • Ability to learn new systems and troubleshoot technology issues in a timely manner

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