Senior Registered Client Service Associate- Boca Raton, Fl
Raymond James
Boca Raton, FL, US
Client relationship management (crm) software
Excel
Effective communication across multiple platforms
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
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 – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
Matching 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.
Skills & Requirements
Must-have
Client Relationship Management (CRM) software
Excel
Effective communication across multiple platforms
Organize, manage, and track multiple tasks
Fast-paced, task-oriented work environment
Nice-to-have
Motivated, detail oriented and creative problem solver
High quality/high touch critical administrative support
Mentor and resource to junior team members
Contribute to continuous evolution of the firm
Key Requirements
High School Diploma or equivalent
Five (5) years of financial services industry service experience