Registered Client Service Associate- Coral Gables, Fl (bilingual Requirement)

Willenborg Wealth Management

Coral Gables, FL, US
Base salary not specified; + compensation may incl...
Not specified (assumed on-site based on location and nature of the role)
Bilingual spanish required
Series 7 license required
Sie certification required
Raymond James is seeking a bilingual Registered Client Service Associate for their Coral Gables, FL office to provide administrative support to financial advisors and clients. The role requires strong communication skills, attention to detail, and the ability to manage multiple tasks in a fast-paced environment

Job Summary

  • This role provides high-quality administrative support to Financial Advisors, prospective clients, and branch staff in a fast-paced environment.
  • The position requires processing asset transfers, monitoring cash accounts, and preparing financial reports while ensuring compliance with industry regulations.
  • Employees are eligible for 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 bilingual Registered Client Service Associate for their Coral Gables, FL office to provide administrative support to financial advisors and clients. The role requires strong communication skills, attention to detail, and the ability to manage multiple tasks in a fast-paced environment.

Salary

Base salary not specified; Additional compensation may include bonuses or commissions; Benefits include medical, dental, vision, life insurance, disability, retirement savings, and paid time off.

Skills & Requirements

Must-have

  • Bilingual Spanish required
  • Series 7 license required
  • SIE certification required
  • CRM software proficiency
  • Excel spreadsheet development
  • High volume client interaction

Nice-to-have

  • Creative problem solver
  • Proactive follow-up skills
  • Team collaboration ability
  • Fast-paced environment adaptability
  • Marketing event assistance

Key Requirements

  • High School Diploma or equivalent
  • 1+ year securities industry experience
  • Series 7 license (FINRA)
  • SIE exam completion
  • Series 63/65/66 as required by state
  • Spanish language fluency

Work Rights

Not specified

Tailored Resume

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