Registered Client Service Associate-winston Salem, Nc

Raymond James

Winston Salem, North Carolina, US
Client relationship management software
Excel for reporting
Effective communication across platforms
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.
  • Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
  • 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
  • Excel for reporting
  • Effective communication across platforms
  • Organize and track multiple tasks
  • Handle stressful situations
  • Provide high level of customer service

Nice-to-have

  • Motivated, detail-oriented problem solver
  • Dynamic team environment
  • Professional development opportunities
  • Authentic self at work

Key Requirements

  • High School Diploma or equivalent
  • 1+ years securities industry experience
  • SIE required
  • Series 7 required
  • Series 63, 65 and/or 66 as required

Work Rights

Not specified

Tailored Resume

Cover Letter