Registered Client Service Associate - Princeton, Nj
Willenborg Wealth Management
Princeton, NJ, US
Base: $60,000.00 to $75,000.00; bonus/equity: not ...
Hybrid
High-touch critical administrative support
Onboarding new clients and opening accounts
Processing and monitoring asset transfers
Raymond James is seeking a Registered Client Service Associate to provide critical administrative support to financial advisors and clients in Princeton, NJ. The ideal candidate will be detail-oriented, possess strong communication skills, and be able to manage multiple tasks in a fast-paced environment
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.
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
Matching Summary
Match Score: 85
Raymond James is seeking a Registered Client Service Associate to provide critical administrative support to financial advisors and clients in Princeton, NJ. The ideal candidate will be detail-oriented, possess strong communication skills, and be able to manage multiple tasks in a fast-paced environment.
Salary
Base: $60,000.00 to $75,000.00; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
High-touch critical administrative support
Onboarding new clients and opening accounts
Processing and monitoring asset transfers
Preparing financial reports and materials
Maintaining client records using CRM software
Nice-to-have
Dynamic team environment
Creative problem solver
High level of customer service
Proactive follow-up and problem resolution
Key Requirements
High School Diploma or equivalent
1+ years securities industry or related work experience