Registered Client Service Associate (century City, Ca)

Chartwell Investment Partners

century City, CA
$45,000.00-$85,000.00; not specified; not specifie...
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High-touch client support
Onboarding new clients
Processing asset transfers
** Raymond James is seeking a motivated and detail-oriented Registered Client Service Associate to provide high-quality administrative support to financial advisors and clients. The ideal candidate should possess strong communication skills 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.
  • The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Matching Summary

Match Score: 75

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

Salary

$45,000.00-$85,000.00; Not specified; Not specified

Skills & Requirements

Must-have

  • High-touch client support
  • Onboarding new clients
  • Processing asset transfers
  • Preparing financial reports
  • Maintaining client records
  • Client Relationship Management (CRM) software

Nice-to-have

  • Dynamic team environment
  • Proactive follow-up
  • Calm and professional demeanor
  • Maximize 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 as required by state

Work Rights

Not specified

Tailored Resume

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