Registered Client Relationship Associate

Raymond James

Base: $55,000.00-$80,000.00; bonus/equity: not spe...
Client relationship management software
Excel spreadsheet development
High volume client interaction
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.
  • 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 – 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.

Salary

Base: $55,000.00-$80,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client Relationship Management software
  • Excel spreadsheet development
  • High volume client interaction
  • Fast-paced work environment
  • Financial markets and regulations

Nice-to-have

  • Motivated and detail-oriented
  • Creative problem solver
  • High touch client service
  • Professional development opportunities
  • Authentic self-expression

Key Requirements

  • High School Diploma or equivalent
  • 1+ years securities industry experience
  • SIE, Series 7, Series 63, 65 and/or 66 licenses
  • 7 to 12 months general experience

Work Rights

Not specified

Tailored Resume

Cover Letter