Relationship Management and Business Support

After a wealth manager or group of wealth managers has made a decision to work with Raymond James and the contract has been agreed, they are introduced to the Relationship Management and Business Support Team who serve as the principal point of contact during the intensive transition period and throughout their ongoing relationship with Raymond James.

The transition and integration process is a thoroughly planned and documented procedure, utilising a checklist approach to ensure every required action item is accomplished in an efficient and orderly manner. Each new affiliate is assigned a Relationship Manager who coordinates the process, with able assistance from the other areas of the department including Training, Client Services and Marketing. An intensive one or two day Training and Orientation session serves to introduce new affiliates to the Raymond James Head Office Staff as well as to give thorough insight into our systems, procedures, and resources. A follow up Installation training session is conducted on site at the wealth manager’s office, to give them an opportunity to gain maximum efficiencies on all tools and procedures. In addition, the Relationship Management and Business Support Team members are available for questions on the phone and by email throughout the day, in particular as the wealth managers open their first accounts and conduct their first trades.

Key to a successful transition is the need to open client accounts and transfer assets as quickly as possible. The Relationship Manager coordinates closely with the Raymond James Operations Team to track and report progress to the wealth managers and their staff. Our objective is to make the transition process as predictable and efficient as possible, so that wealth managers may concentrate their efforts on serving the needs of their underlying clients.

Wealth Managers and their staff also have direct access to every Raymond James Department as and when required, using the Raymond James contact card as a guide regarding the queries they may have and the appropriate contact point. The Relationship Manager can assist when an wealth manager does not know who to go to or when he or she needs coordination across departments. We view ourselves as part of the wealth manager’s team and take pride in providing excellent customer service – as exemplified by the standard of quality we aim to instil in all Raymond James associates throughout our worldwide businesses.