Base salary components included; + compensation ma...
Not specified (assumed to be in-office based on job location)
High school diploma required
1+ years securities industry experience
Strong organizational and multitasking skills
Raymond James is seeking a Client Service Associate for their Charleston, SC office to provide administrative support to Financial Advisors and clients. The ideal candidate should be detail-oriented, possess strong communication skills, and be able to manage multiple tasks in a fast-paced environment
Job Summary
This role provides high-quality administrative support to Financial Advisors and clients within a fast-paced environment.
The position involves processing client financial transactions, opening new accounts, and maintaining accurate documentation using internal databases.
Employees are eligible for a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings.
Matching Summary
Match Score: 85
Raymond James is seeking a Client Service Associate for their Charleston, SC office to provide administrative support to Financial Advisors and clients. The ideal candidate should be detail-oriented, possess strong communication skills, and be able to manage multiple tasks in a fast-paced environment.
Salary
Base salary components included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible
Skills & Requirements
Must-have
High school diploma required
1+ years securities industry experience
Strong organizational and multitasking skills
Effective communication across multiple platforms
Proficiency in CRM software and Excel
Nice-to-have
Creative problem-solving abilities
Experience with marketing event support
Proactive follow-up on submitted items
Ability to handle stressful situations calmly
Interest in professional development opportunities
Key Requirements
High School Diploma or equivalent
One year securities industry work experience preferred
Securities Industry Essentials Exam (SIE) certification