Registered Client Service Associate - Princeton, Nj

Raymond James

Princeton, NJ, US
Base: $45,000.00-$75,000.00; bonus/equity: not spe...
Hybrid
High-touch administrative support
Client onboarding and account management
Processing asset transfers
Raymond James is seeking a motivated Registered Client Service Associate for its Princeton, NJ office. The role involves providing high-quality administrative support to financial advisors and clients in a fast-paced environment, requiring strong communication and organizational 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.
  • The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
  • Come grow with us and see where a career at Raymond James could take you!

Matching Summary

Match Score: 85

Raymond James is seeking a motivated Registered Client Service Associate for its Princeton, NJ office. The role involves providing high-quality administrative support to financial advisors and clients in a fast-paced environment, requiring strong communication and organizational skills.

Salary

Base: $45,000.00-$75,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • High-touch administrative support
  • Client onboarding and account management
  • Processing asset transfers
  • Monitoring cash awaiting investment
  • Responding to corporate actions and alerts
  • Preparing financial reports for client meetings
  • Inputting orders and rebalancing portfolios
  • Maintaining CRM records and files
  • Assisting with marketing efforts and events
  • Effective communication across multiple platforms

Nice-to-have

  • Detail-oriented and creative problem solver
  • Organize, manage, and track multiple tasks
  • Handle stressful situations calmly
  • Proactively follow up on submitted items
  • Provide a high level of customer service

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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