Senior Registered Client Service Associate- Winter Haven, Fl

Raymond James

Winter Haven, Florida, USA
Client relationship management (crm) software
Excel for reporting
Effective multi-platform communication
Supports Financial advisors and their prospective and existing clients and other branch staff team members

Job Summary

  • Supports Financial advisors and 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

Supports Financial advisors and their prospective and existing clients and other branch staff team members.

Skills & Requirements

Must-have

  • Client Relationship Management (CRM) software
  • Excel for reporting
  • Effective multi-platform communication
  • Organize and track multiple tasks
  • Fast-paced work environment

Nice-to-have

  • Motivated and detail-oriented
  • Creative problem solver
  • High quality/high touch support
  • Mentor junior team members

Key Requirements

  • High School Diploma or equivalent
  • Five (5) years financial services experience
  • SIE, Series 7 required
  • Series 63, 65 and/or 66 as required by state
  • Ability to obtain additional registrations

Work Rights

Not specified

Tailored Resume

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