Senior Registered Client Service Associate- Stuart, Fl

Raymond James

Stuart, Florida, US
Client interaction across platforms
Manage detailed tasks with changing priorities
Fast-paced work environment
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

Job Summary

  • 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.
  • 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.
  • At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.

Matching Summary

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.

Skills & Requirements

Must-have

  • client interaction across platforms
  • manage detailed tasks with changing priorities
  • fast-paced work environment
  • support financial advisors and clients
  • onboarding new clients and accounts

Nice-to-have

  • motivated detail oriented creative problem solver
  • people-first culture
  • mentor junior team members
  • continuous evolution of the firm

Key Requirements

  • 5 years financial services industry experience
  • SIE required
  • Series 7 required
  • Series 63, 65 and/or 66 as required by state
  • High School Diploma or equivalent

Work Rights

Not specified

Tailored Resume

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