Registered Client Service Associate (century City, Ca)

Willenborg Wealth Management

Century City, CA, US
$45,000.00-$85,000.00; not specified; not specifie...
Remote
High-touch critical administrative support
Client onboarding and account opening
Processing asset transfers
Raymond James is seeking a Registered Client Service Associate in Century City, CA, to provide high-quality administrative support to financial advisors and clients. The ideal candidate should possess strong communication and organizational skills, with a focus on detail-oriented tasks in a dynamic environment

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.
  • Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
  • The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Matching Summary

Match Score: 85

Raymond James is seeking a Registered Client Service Associate in Century City, CA, to provide high-quality administrative support to financial advisors and clients. The ideal candidate should possess strong communication and organizational skills, with a focus on detail-oriented tasks in a dynamic environment.

Salary

$45,000.00-$85,000.00; Not specified; Not specified

Skills & Requirements

Must-have

  • High-touch critical administrative support
  • Client onboarding and account opening
  • Processing asset transfers
  • Monitoring cash awaiting investment
  • Responding to corporate actions
  • Preparing client meeting materials
  • Maintaining CRM records

Nice-to-have

  • Dynamic team environment
  • Fast-paced, task-oriented work
  • Proactive follow-up and problem resolution
  • Calm and professional demeanor

Key Requirements

  • High School Diploma or equivalent
  • 1+ years securities industry experience preferred
  • SIE required
  • Series 7 required
  • Series 63, 65 and/or 66 as required by state

Work Rights

Not specified

Tailored Resume

Cover Letter