Senior Registered Client Service Associate (shreveport, La)
Raymond James
Shreveport, Louisiana, US
Remote
Client interaction across multiple platforms
Manage multiple detailed tasks
Trading of discretionary and non-discretionary products
Raymond James is seeking a Senior Registered Client Service Associate in Shreveport, LA, to provide high-quality administrative support to financial advisors and clients. The role requires strong communication skills and the ability to manage multiple tasks in a fast-paced environment
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.
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 Shreveport, LA, to provide high-quality administrative support to financial advisors and clients. The role requires strong communication skills and the ability to manage multiple tasks in a fast-paced environment.
Skills & Requirements
Must-have
Client interaction across multiple platforms
Manage multiple detailed tasks
Trading of discretionary and non-discretionary products
Onboarding new clients and opening accounts
Ensure compliance with firm and industry requirements
Nice-to-have
Proactive problem solving
High level of customer service
Team collaboration and mentorship
Key Requirements
Five (5) years of financial services industry service experience