Chartwell Investment Partners is seeking a Registered Client Service Associate to provide high-quality administrative support to financial advisors and their clients. The ideal candidate should possess strong communication skills, be detail-oriented, and thrive in a fast-paced 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.
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.
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.
Matching Summary
Match Score: 85
Chartwell Investment Partners is seeking a Registered Client Service Associate to provide high-quality administrative support to financial advisors and their clients. The ideal candidate should possess strong communication skills, be detail-oriented, and thrive in a fast-paced environment.
Skills & Requirements
Must-have
High-touch administrative support
Client onboarding and account opening
Processing asset transfers
Monitoring cash awaiting investment
Responding to corporate actions
Preparing financial reports
Inputting orders and rebalancing portfolios
Nice-to-have
Dynamic team environment
Proactive follow-up and problem resolution
Calm and professional demeanor
Continuous professional development
Key Requirements
High School Diploma or equivalent
One (1) or more years securities industry or related work experience