Senior Registered Client Service Associate - Rochester, Ny
Willenborg Wealth Management
Rochester, NY, US
Base: $65,000.00 to $90,000.00; bonus/equity: not ...
Remote
High-touch critical administrative support
Manage and standardize best practices
Trading of discretionary and non-discretionary products
Raymond James is seeking a Senior Registered Client Service Associate in Rochester, NY, 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.
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.
Acts as mentor and resource to junior team members; manages team workflow and works towards creating greater team operational efficiencies.
Matching Summary
Match Score: 85
Raymond James is seeking a Senior Registered Client Service Associate in Rochester, NY, 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
Base: $65,000.00 to $90,000.00; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
High-touch critical administrative support
Manage and standardize best practices
Trading of discretionary and non-discretionary products
Onboarding new clients and opening accounts
Maintain current client information and documentation
Nice-to-have
Dynamic team environment
Proactively follow up on submitted items
Provide high level of customer service
Mentor and resource to junior team members
Key Requirements
Five (5) years of financial services industry service experience