Senior Registered Client Service Associate - Rochester, Ny

Raymond James

Rochester, NY, US
Base: $65,000.00 to $90,000.00; bonus/equity: not ...
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High-touch critical administrative support
Client relationship management software
Financial markets and regulations knowledge
** Raymond James is seeking a Senior Registered Client Service Associate in Rochester, NY, to provide high-quality administrative support to Financial Advisors and their clients. The ideal candidate should have strong communication skills and the ability 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.
  • Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
  • 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: 75

** Raymond James is seeking a Senior Registered Client Service Associate in Rochester, NY, to provide high-quality administrative support to Financial Advisors and their clients. The ideal candidate should have strong communication skills and the ability to manage multiple tasks in a fast-paced environment. **

Salary

Base: $65,000.00 to $90,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • High-touch critical administrative support
  • Client relationship management software
  • Financial markets and regulations knowledge
  • Trading discretionary and non-discretionary products

Nice-to-have

  • Dynamic team environment
  • Proactive follow-up and problem resolution
  • Mentorship of junior team members

Key Requirements

  • 5 years financial services industry experience
  • SIE, Series 7, Series 63, 65 and/or 66 licenses
  • High School Diploma or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter