Registered Client Service Associate (pasadena, Ca)

Chartwell Investment Partners

Pasadena, CA, US
$45,000.00-$80,000.00 py
Remote
High-touch critical administrative support
Client onboarding and account opening
Processing asset transfers
Raymond James is seeking a Registered Client Service Associate in Pasadena, CA, to provide high-quality administrative support to financial advisors and clients. The ideal candidate should possess strong communication skills, a detail-oriented mindset, 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.
  • 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: 75

Raymond James is seeking a Registered Client Service Associate in Pasadena, CA, to provide high-quality administrative support to financial advisors and clients. The ideal candidate should possess strong communication skills, a detail-oriented mindset, and the ability to manage multiple tasks in a fast-paced environment.

Salary

$45,000.00-$80,000.00

Skills & Requirements

Must-have

  • High-touch critical administrative support
  • Client onboarding and account opening
  • Processing asset transfers
  • Monitoring cash awaiting investment
  • Preparing financial reports for meetings
  • Maintaining client records with CRM software

Nice-to-have

  • Dynamic team environment
  • Creative problem solver
  • High level of customer service
  • Calm and professional manner

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter