Registered Client Service Associate

Willenborg Wealth Management

**
Series 7 license required
Sie exam certification mandatory
Crm software proficiency needed
** Raymond James is seeking a detail-oriented Registered Client Service Associate to provide essential administrative support to Financial Advisors and clients in a fast-paced environment. The ideal candidate should excel in communication and multitasking, while being proactive and capable of managing various tasks and client interactions. **

Job Summary

  • This role provides high-quality administrative support to Financial Advisors and clients within a dynamic team environment.
  • The ideal candidate will manage critical tasks such as onboarding new clients, processing asset transfers, and monitoring cash investments.
  • Raymond James values associates who grow professionally, collaborate effectively, and maintain a client-first approach with integrity.

Matching Summary

Match Score: 75

** Raymond James is seeking a detail-oriented Registered Client Service Associate to provide essential administrative support to Financial Advisors and clients in a fast-paced environment. The ideal candidate should excel in communication and multitasking, while being proactive and capable of managing various tasks and client interactions. **

Skills & Requirements

Must-have

  • Series 7 license required
  • SIE exam certification mandatory
  • CRM software proficiency needed
  • Excel spreadsheet development skills
  • High volume client interaction management

Nice-to-have

  • Creative problem solving abilities
  • Proactive follow-up on tasks
  • Ability to work in fast-paced environment
  • Strong communication across multiple platforms

Key Requirements

  • High School Diploma or equivalent
  • One year securities industry experience preferred
  • Series 7 license required
  • SIE exam required unless exempted
  • State specific Series 63/65/66 licenses

Work Rights

Not specified

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