Registered Client Service Associate

2 weeks ago

Wilmington, United States Raymond James Financial Services Full time

**Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you **Essential Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. * Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. * Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies. * Ensures key client information and documentation is current with firm and industry requirements, rules and regulations. * Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received. * Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns. * Reviews, assesses and responds to all corporate action items and client account alerts. * Prepares financial reports, spreadsheets and other materials for client meetings. * Inputs orders and rebalances portfolios on behalf of the Financial Advisors. * Creates and maintains records and files utilizing Client Relationship Management (CRM) software. * Assists Financial Advisors with marketing efforts including seminars and other client-facing events. * Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. * Performs other duties and responsibilities as assigned. **Qualifications** **Knowledge, Skills, and Abilities** **Knowledge of** * Company’s working structure, policies, mission, and strategies. * Managed account platforms. * General office practices, procedures, and methods. * Investment concepts, practices and procedures used in the securities industry. * Financial markets, products and industry regulations. * Trading terminology. **Skill in** * Client Relationship Management (CRM) software, or similar contact management software. * Goal planning software. * Excel, including developing spreadsheets as needed and for ongoing reporting. * Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) **Ability to** * Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. * Analyze and research account information. * Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. * Identify time sensitive items and assess competing priorities. * Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. * Handle stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze problems and establish solutions in a fast paced environment. * Use mathematics sufficient to process account and transaction information. * Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. * Work both independently and as part of a cohesive team. * Provide a high level of customer service. **Educational/Previous Experience Requirements** **Education/Previous Experience** * High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred. * OR ~ * An equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** * SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 required. * Series 63, 65 and/or 66 as required by state. **Job:** Administrative & Support Services **Primary Location:** US-NC-Wilmington-Wilmington **Organization** Eastern **Schedule** Full-time **Job Shift** Day Job **Travel** No **Req ID:** 2401255

  • REGISTERED CLIENT SERVICE ASSOCIATE

    Found in: Careerbuilder One Red US C2 - 3 days ago

    Wilmington, DE 19894, USA, United States Ameriprise Financial, Inc. Full time

    Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings Client Service, Associate, Registered, Service, Asset Manager, Financial Planning, Retail

  • Client Services Associate

    Found in: Appcast Linkedin GBL C2 - 3 weeks ago

    Wilmington, United States International Search Consultants Full time

    Client Service AssociateWilmington, DEAbout the Company:Our client is a distinguished global investment firm specializing in customized investment management and advisory services for Ultra-High Net Worth clients. Recognized for excellence, they are seeking a highly skilled and detail-oriented Client Service Associate to join our centralized team at the...

  • Client Services Associate

    3 weeks ago

    Wilmington, United States International Search Consultants Full time

    Client Service AssociateWilmington, DEAbout the Company:Our client is a distinguished global investment firm specializing in customized investment management and advisory services for Ultra-High Net Worth clients. Recognized for excellence, they are seeking a highly skilled and detail-oriented Client Service Associate to join our centralized team at the...

  • Client Service Associate

    Found in: Appcast Linkedin GBL C2 - 2 days ago

    Wilmington, United States Randstad Full time

    Our wealth advisory client is looking for a Client Service Associate to join their team. Responsibilities:Partner with assigned Client Servicing Associates to service the Firm’s UHNW clientsAccountability for client relationships as assigned to include responsibility for data accuracy and documentation adequacy through continuous monitoring and updating of...

  • Client Services Associate

    5 days ago

    Wilmington, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...

  • Client Services Associate

    2 days ago

    Wilmington, United States WSFS Financial Corporation Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...

  • Client Services Associate

    1 day ago

    Wilmington, United States WSFS Bank Full time

    Job DescriptionAt WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...

  • Client Services Associate

    2 days ago

    Wilmington, United States Wsfs Financial Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...

  • Client Service Associate

    2 days ago

    Wilmington, United States RiversEdge Advisors LLC Full time

    RiversEdge Advisors is a financial planning firm in Wilmington, DE and we are seeking a Client Service Associate to join our team to support our continued growth and to help manage existing client relationships. Find out more about us at our website: riversedgeadvisors.comResponsibilities include:Provide client relationship support by...

  • Registered Client Service Associate

    2 weeks ago

    Wilmington, United States CareerBuilder Full time

    This service is set to disconnect automatically after {0} minutes of inactivity. Your session will end in {1} minutes. Click OK to reset the timer to {0} minutes. You have been signed out. This service is set to sign out after {0} minutes of inactivity. Raymond James & Associates, Inc., member / , and Raymond James Financial Services, Inc., member / , are...

  • Client Service Partner

    2 days ago

    Wilmington, United States Corporation Service Co Full time

    Title: Client Service Partner Location: Wilmington Working Hours: Monday to Friday - 8am - 5pm Hybrid Believe in doing work you can be proud of? We're the same. As a Client Service Partner, you will be responsible for providing clients with business-to-business support, taking and fulfilling orders, as well as managing a portfolio of digital assets....

  • Registered Wealth Management Client Associate

    Found in: beBee jobs US - 2 weeks ago

    Wilmington, Delaware, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Wealth Management Client Associate

    Found in: beBee jobs US - 3 weeks ago

    Wilmington, Delaware, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Associate Brand Protection Analyst

    Found in: Talent US C2 - 3 weeks ago

    Wilmington, United States Corporation Service Company Full time

    Want to be part of something bigger? We do too.  Associate Brand Protection Analyst - Bilingual Fluency Wilmington, DE or Gaithersburg, MD Monday-Friday, 800am - 5:00pm Hybrid  As an Associate Brand Protection Analyst, you will be working with existing members of the Enforcement team to assist with the takedown of fraudulent websites, Social...

  • Expert Service Plumber

    3 weeks ago

    Wilmington, United States Super Service Today Full time

    Job DescriptionJob DescriptionSalary: $60,000 to $130,000Grow your career, receive competitive benefits, and work with a team who, from the top down, prides itself on being a close-knit community. If you like making a difference in the lives of customers, Super Service Today is the perfect place for you.We offer a broad range of paid opportunities, including...

  • Commercial HVAC Service Technician

    2 weeks ago

    Wilmington, United States Piedmont Service Group Full time

    Job DescriptionJob DescriptionCommercial Service Technician Piedmont Service Group has been providing HVAC services to clients in NC, SC, and VA since 1971!We are currently looking for an experienced Commercial Service Technician to join our team in Wilmington, NC.We provide above average pay, great benefits, and a strong company culture with low...

  • CLO Client Administrator III

    2 days ago

    Wilmington, United States M&T Bank Full time

    Overview: Leads all aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports senior account relationship managers. May serve as administrator for large (as defined by business) and/or highly complex clients. Serves as primary point of contact or relationship lead for client....

  • Registered Nurse Emergency Services

    Found in: Talent US C2 - 3 weeks ago

    Wilmington, United States Clinton Memorial Hospital Full time

    Registered Nurse Emergency Services Wilmington, Ohio Facility Clinton Memorial Hospital Req ID 501996 Post Date 03/12/2024 Description The registered nurse of the emergency department assesses all patients who present for treatment, provides treatment through established nursing practice and as ordered by a provider, re-assesses patients...

  • Travel Nurse

    Found in: Talent US A C2 - 1 week ago

    Wilmington, United States Coast Medical Service Full time

    Coast Medical Service is seeking an experienced Oncology Registered Nurse for an exciting Travel Nursing job in Wilmington, NC. Shift: 3x12 hr nights Start Date: 05/28/2024 Duration: 13 weeks Pay: $2100 / Week Coast Medical Service is a nationwide travel nursing & allied healthcare staffing agency dedicated to providing an elite traveler experience for the...

  • Lead Customer Service Expert

    2 weeks ago

    Wilmington, United States Super Service Today Full time

    Job DescriptionJob DescriptionSalary: Grow your career, receive competitive benefits, and work with a team who, from the top down, prides itself on being a close-knit community. If you like making a difference in the lives of customers, Super Service Today is the perfect place for you.We offer a broad range of paid opportunities, including development and...