Senior Registered Client Service Associate-charleston, Sc
Raymond James
Charleston, SC, US
Base salary components included; + compensation ma...
Not specified (assumed to be hybrid based on industry standards).
Support financial advisor practice growth
Source and develop new client relationships
Coordinate new client onboarding process
Raymond James is seeking a Senior Registered Client Service Associate in Charleston, SC, to support the growth of financial advisors' practices through client relationship management and business development. The ideal candidate will have experience in the financial services industry, strong client engagement skills, and a collaborative mindset to enhance team productivity
Job Summary
The role supports the development and overall growth of the financial advisor's practice by facilitating revenue growth and expanding the client base.
Candidates will assist in creating client-focused business development strategies and coordinating target marketing campaigns to generate new business opportunities.
The position offers a comprehensive benefits package including medical, dental, vision, life insurance, retirement savings, and paid time off.
Matching Summary
Match Score: 85
Raymond James is seeking a Senior Registered Client Service Associate in Charleston, SC, to support the growth of financial advisors' practices through client relationship management and business development. The ideal candidate will have experience in the financial services industry, strong client engagement skills, and a collaborative mindset to enhance team productivity.
Salary
Base salary components included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible
Skills & Requirements
Must-have
Support financial advisor practice growth
Source and develop new client relationships
Coordinate new client onboarding process
Resolve moderately complex client account issues
Maintain prospective client database
Nice-to-have
Strong networking relationship building skills
Experience with target marketing campaigns
Ability to coordinate special client events
Partnership with home office departments
Key Requirements
Series 7 license required
Series 63, 65, or 66 license required
SIE exam required
Associates degree plus 5 years experience OR Bachelor's plus 1-2 years