Current jobs related to Senior Registered Client Service Associate - Morristown - Raymond James Financial Incorporated
-
Client Service Associate
2 weeks ago
Morristown, United States Simon Quick Advisors Full timeCompany: Simon Quick Advisors Position: Client Service Associate Location: Morristown, NJ Company Description Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk...
-
Client Service Associate
2 weeks ago
Morristown, United States Simon Quick Advisors Full timeJob DescriptionJob DescriptionCompany: Simon Quick AdvisorsPosition: Client Service AssociateLocation: Morristown, NJCompany DescriptionSimon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual...
-
Client Service Associate
2 weeks ago
Morristown, United States Simon Quick Advisors Full timeCompany: Simon Quick AdvisorsPosition: Client Service AssociateLocation: Morristown, NJCompany DescriptionSimon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk...
-
Senior Associate Attorney
6 days ago
Morristown, United States Tempositions, Inc. Full timeDescription Senior Associate Attorney (Full-time, Hybrid) Our client, a well-established New Jersey practice, is seeking a seasoned Senior Associate Attorney with extensive experience in general litigation and a specialization in employment law. This role entails providing comprehensive legal counsel to the organization,...
-
Registered Nurse
1 week ago
Morristown, Tennessee, United States HealthEcareers - Client Full timeHealthEcareers - Client is currently seeking a skilled travel nurse RN specializing in the Cardiac Cath Lab for an exciting travel nursing opportunity.Position Overview & RequirementsSpecialty: Cardiac Cath LabDiscipline: Registered Nurse (RN)Duration: 13 weeksWeekly Hours: 36 hoursShift: 12-hour daysEmployment Type: TravelHealthEcareers - Client is a...
-
Senior Associate Attorney
7 days ago
Morristown, United States Tempositions, Inc. Full timeDescription Senior Associate Attorney (Full-time, Hybrid) Our client, a well-established New Jersey practice, is seeking a seasoned Senior Associate Attorney with extensive experience in general litigation and a specialization in employment law. This role entails providing comprehensive legal counsel to the organization,...
-
Senior Associate Attorney
2 weeks ago
Morristown, United States On Call Counsel Full timeSenior Associate Attorney (Full-time, Hybrid)Our client, a well-established New Jersey practice, is seeking a seasoned Senior Associate Attorney with extensive experience in general litigation and a specialization in employment law. This role entails providing comprehensive legal counsel to the organization, managing intricate litigation cases, and ensuring...
-
Senior Associate Attorney
1 month ago
Morristown, United States Tempositions, Inc. Full timeDescription Senior Associate Attorney (Full-time, Hybrid) Our client, a well-established New Jersey practice, is seeking a seasoned Senior Associate Attorney with extensive experience in general litigation and a specialization in employment law. This role entails providing comprehensive legal counsel to the organization,...
-
Senior Associate Attorney
4 weeks ago
Morristown, United States On Call Counsel Full timeSenior Associate Attorney (Full-time, Hybrid)Our client, a well-established New Jersey practice, is seeking a seasoned Senior Associate Attorney with extensive experience in general litigation and a specialization in employment law. This role entails providing comprehensive legal counsel to the organization, managing intricate litigation cases, and ensuring...
-
Retail Sales Associate
2 weeks ago
Morristown, United States Ollie's Service Full timeJoin our team and live the Ollie-tude!: (Ollies Core Values) BE A TEAM PLAYER- Associates are expected to be supportive and work together. BE CARING- How do I treat others with courtesy, dignity, and respect? BE VALUE OBSESSED- Live the good stuff cheap mindset. BE COMMITTED- Operate with grit, passion, tenacity, and action. BE GROWING- How do we get better...
-
Senior Associate Attorney
1 month ago
Morristown, United States On Call Counsel Full timeSenior Associate Attorney (Full-time, Hybrid)Our client, a well-established New Jersey practice, is seeking a seasoned Senior Associate Attorney with extensive experience in general litigation and a specialization in employment law. This role entails providing comprehensive legal counsel to the organization, managing intricate litigation cases, and ensuring...
-
Senior Associate Attorney
1 month ago
Morristown, United States On Call Counsel Full timeSenior Associate Attorney (Full-time, Hybrid)Our client, a well-established New Jersey practice, is seeking a seasoned Senior Associate Attorney with extensive experience in general litigation and a specialization in employment law. This role entails providing comprehensive legal counsel to the organization, managing intricate litigation cases, and ensuring...
-
Senior Associate, Commercial Analytics
3 months ago
Morristown, United States KMK Consulting, Inc. Full timeJob DescriptionJob DescriptionCome work with us!KMK is seeking a Senior Associate to support our Sales Force Effectiveness and/or Marketing Science business units. The person in this role will work hand-in-hand with clients to understand their business needs and will use analytics to develop and deliver solutions that will provide critical insights through...
-
Travel Nurse RN Hospice Position
3 days ago
Morristown, Tennessee, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN Hospice PositionTalent4Health is seeking a skilled travel nurse RN Hospice professional for a travel nursing job in a healthcare setting.Job DetailsSpecialty: Hospice CareDiscipline: Registered Nurse (RN)Employment Type: Travel NursingPerks: Sign in bonus of $250 and completion bonus of $250The ideal candidate will have 2-3 years...
-
Morristown, Tennessee, United States HealthEcareers - Client Full timeJob SummaryHealthEcareers - Client is seeking a skilled Traveling Registered Nurse (RN) to join their team in a Labor and Delivery setting. As a Traveling RN, you will have the opportunity to work in a dynamic and fast-paced environment, providing high-quality patient care and collaborating with a multidisciplinary team.ResponsibilitiesProvide direct patient...
-
Client Service Representative
3 months ago
Morristown, United States Zelis Full timePosition Overview : The Zelis Payments Client Service Representative is part of an upbeat and caring team responsible for addressing issues or concerns from our clients related to our products and processes. Our best Client Service Representatives are super reliable, love helping people, and are great at solving problems. This team also serves as a talent...
-
Client Services Coordinator
1 week ago
Morristown, Tennessee, United States Helen Ross McNabb Center Full timeBehavioral Health Case Manager - Various LocationsJoin a mission-driven organizationAt the Helen Ross McNabb Center, we are dedicated to enhancing the well-being of individuals and families in our communities.We are currently seeking passionate professionals to support clients across multiple counties.Available Positions:Outreach Advocate - Responsible for...
-
Client Services Coordinator
1 week ago
Morristown, Tennessee, United States Helen Ross McNabb Center Full timeCase Manager / Counselor (Bachelor's) - Multiple LocationsWe are excited to present an opportunity for dedicated professionalsWith a variety of roles available in East Tennessee, you can contribute to the mission of the Helen Ross McNabb Center: "Enhancing the lives of those we assist"We invite you to explore the available positions and consider making a...
-
Morristown, Tennessee, United States HealthEcareers - Client Full timeJob SummaryHealthEcareers - Client is seeking a skilled Traveling Registered Nurse (RN) to join their team in a Labor and Delivery setting. As a Traveling RN, you will have the opportunity to work in a dynamic and fast-paced environment, providing high-quality patient care and collaborating with a multidisciplinary team.Key ResponsibilitiesProvide direct...
-
Customer Service Associate
2 months ago
Morristown, United States Realtor Association Company Full timeJob DescriptionJob DescriptionWe are seeking a Customer Service Associate to join our team! You will be responsible for helping customers by providing product and service information.Responsibilities:Handle customer inquiries and complaintsProvide information about the products and servicesTroubleshoot and resolve product issues and concernsDocument and...
![Raymond James Financial Incorporated](https://media.trabajo.org/img/noimg.jpg)
Senior Registered Client Service Associate
2 months ago
- Senior Registered Client Service Associate with potential supplemental compensation on a Chairman's Council, top ranked financial advisor team recognized by Forbes & Barron's.
- The practice operates in a fast-paced environment that will enable you to grow as a professional. Our team specializes in customized portfolios with emphasis on alternative investments and institutional consulting. We are always learning
- Our team of experienced associates care deeply about achieving excellent results for our clients. We recognize that as a team we are only as good as our last client interaction.
- All registered associates have the opportunity to participate in potential supplemental compensation such as revenue sharing and discretionary bonuses. Our culture is to align our team member's compensation with the business production level.
- Raymond James is a strong, stable firm with great support resources that has been recognized as a great place to work.
- In a technologically advanced age, Raymond James' prides itself on its significant technology training and the firm has invested heavily in the technological resources required for associates to perform at the best.
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.
• Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring.
• Trading of both discretionary and non-discretionary products, model maintenance and performance tracking.
• Servicing of alternative investments and foreign accounts, including setup and maintenance.
• May participate in live meetings with the Financial Advisor and their respective client(s).
• Manages budgeting and tracking of Financial Advisor expenses.
• Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team's performance.
• 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.
• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
• May solicit order from clients at the direction of the Financial Advisor.
• Receives unsolicited orders from the clients; may enter unsolicited trades at the direction of the Financial Advisor.
• Assists Financial Advisors with marketing efforts including seminars, mail 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.
• Acts as mentor and resource to junior team members; manages team workflow and works towards creating greater team operational efficiencies.
• 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.
• Advanced 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. 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. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• 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.Handle stressful situations and provide a high level of customer service in a calm and professional manner.
• 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.Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
Educational/Previous Experience Requirements
Education/Previous Experience
• High School Diploma or equivalent and five (5) years of financial services industry service experience.
• 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.
• Ability to obtain additional securities and advisory state registrations if required by state.
Raymond James Guiding Behaviors
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcome
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm