Senior Registered Client Service Associate- Boca Raton, Fl

Raymond James

Boca Raton, Florida, USA
Client relationship management software
Effective communication across platforms
Organize and track multiple tasks
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

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.
  • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
  • At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.

Matching 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.

Skills & Requirements

Must-have

  • Client relationship management software
  • Effective communication across platforms
  • Organize and track multiple tasks
  • Fast-paced work environment
  • High volume client interactions

Nice-to-have

  • Detail-oriented and creative problem solver
  • Inspire others to grow professionally
  • Contribute to continuous evolution
  • People-first culture
  • Act with client in mind

Key Requirements

  • 5 years financial services industry experience
  • SIE, Series 7 required
  • Series 63, 65 and/or 66 as required
  • High School Diploma or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter