Registered Client Service Associate
2 months ago
Job SummaryCelebrating 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.
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