Registered Client Service Associate-winston-salem, Nc
Raymond James
Winston-Salem, North Carolina, US
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Client interaction across multiple platforms
Manage detailed tasks with changing priorities
Financial advisor support
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Raymond James is seeking a Registered Client Service Associate in Winston-Salem, NC, to provide administrative support to financial advisors and their clients. The role requires effective communication, strong organizational skills, and the ability to manage multiple tasks in a fast-paced environment.
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Job Summary
Supports Financial advisors and 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
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Raymond James is seeking a Registered Client Service Associate in Winston-Salem, NC, to provide administrative support to financial advisors and their clients. The role requires effective communication, strong organizational skills, and the ability to manage multiple tasks in a fast-paced environment.
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Skills & Requirements
Must-have
Client interaction across multiple platforms
Manage detailed tasks with changing priorities
Financial advisor support
Trading of discretionary and non-discretionary products
New client onboarding and account opening
Nice-to-have
Mentoring junior team members
Proactive follow-up and problem resolution
High level of customer service in stressful situations
Key Requirements
High School Diploma or equivalent
Five (5) years of financial services industry service experience