Registered Client Service Associate (pasadena, Ca)

Raymond James

Pasadena, CA, US
$45,000.00-$80,000.00 py
Hybrid
Client relationship management (crm) software
Excel spreadsheets for reporting
Effective communication across multiple platforms
Raymond James is seeking a Registered Client Service Associate in Pasadena, CA, to provide essential administrative support to Financial Advisors and clients. The ideal candidate is detail-oriented, possesses strong communication skills, and can 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.
  • 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: 85

Raymond James is seeking a Registered Client Service Associate in Pasadena, CA, to provide essential administrative support to Financial Advisors and clients. The ideal candidate is detail-oriented, possesses strong communication skills, and can manage multiple tasks in a fast-paced environment.

Salary

$45,000.00-$80,000.00

Skills & Requirements

Must-have

  • Client Relationship Management (CRM) software
  • Excel spreadsheets for reporting
  • Effective communication across multiple platforms
  • Organize and track detailed tasks
  • Handle stressful situations professionally
  • Process account and transaction information

Nice-to-have

  • Dynamic team environment
  • Creative problem solver
  • High quality/high touch support
  • Proactively follow up on submitted items
  • Contribute to continuous evolution of the firm

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

Work Rights

Not specified

Tailored Resume

Cover Letter