Registered Client Service Associate (pasadena, Ca)

Willenborg Wealth Management

Pasadena, CA, USA
$45,000.00-$80,000.00 py
**
High volume of daily interactions
Onboarding new clients and opening accounts
Processing and monitoring asset transfers
** Raymond James is seeking a dynamic Registered Client Service Associate to provide essential administrative support to Financial Advisors and their clients. The ideal candidate will excel in a fast-paced environment, possess strong communication skills, and be detail-oriented to manage multiple tasks effectively. **

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 dynamic Registered Client Service Associate to provide essential administrative support to Financial Advisors and their clients. The ideal candidate will excel in a fast-paced environment, possess strong communication skills, and be detail-oriented to manage multiple tasks effectively. **

Salary

$45,000.00-$80,000.00

Skills & Requirements

Must-have

  • High volume of daily interactions
  • 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
  • Proactive follow-up and problem resolution
  • Calm and professional demeanor under stress
  • Maximizing client investment returns

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