Registered Client Service Associate- Boca Raton, Fl
Raymond James
Boca Raton, Florida, USA
Client relationship management (crm) software
Effective communication across multiple platforms
Organize, manage, and track multiple tasks
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.
Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
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
Effective communication across multiple platforms
Organize, manage, and track multiple tasks
Fast-paced, task-oriented work environment
Nice-to-have
Detail oriented and creative problem solver
High quality/high touch critical administrative support
Motivated and dynamic
Key Requirements
High School Diploma or equivalent
One (1) or more years securities industry or related work experience