Registered Client Service Associate - Rockville, Md

Willenborg Wealth Management

Rockville, MD, US
Base: $45,000.00-$80,000.00; bonus/equity: not spe...
Hybrid
High-touch critical administrative support
Effective communication across multiple platforms
Organize, manage, and track multiple detailed tasks
Raymond James is seeking a Registered Client Service Associate for their Rockville, MD office. The ideal candidate will provide high-quality administrative support to financial advisors and clients, requiring effective communication, organization, and multitasking skills

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.
  • At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

Matching Summary

Match Score: 85

Raymond James is seeking a Registered Client Service Associate for their Rockville, MD office. The ideal candidate will provide high-quality administrative support to financial advisors and clients, requiring effective communication, organization, and multitasking skills.

Salary

Base: $45,000.00-$80,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • High-touch critical administrative support
  • Effective communication across multiple platforms
  • Organize, manage, and track multiple detailed tasks
  • Process and monitor transfer of assets
  • Prepare financial reports and spreadsheets

Nice-to-have

  • Dynamic team environment
  • Proactively follow up on submitted items
  • Handle stressful situations calmly
  • Contribute to continuous evolution of the firm

Key Requirements

  • 1+ years securities industry or related work experience
  • SIE required
  • Series 7 required
  • Series 63, 65 and/or 66 as required by state

Work Rights

Not specified

Tailored Resume

Cover Letter