Registered Client Service Associate- Coral Gables, Fl (bilingual Requirement)

Raymond James

Coral Gables, US
Remote
Client interaction across multiple platforms
Organize and track multiple tasks
Fast-paced, task-oriented environment
Raymond James is seeking a bilingual Registered Client Service Associate in Coral Gables, FL, to provide administrative support to financial advisors and clients. The ideal candidate should be detail-oriented, possess strong communication skills, and be able 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.
  • Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
  • The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Matching Summary

Match Score: 85

Raymond James is seeking a bilingual Registered Client Service Associate in Coral Gables, FL, to provide administrative support to financial advisors and clients. The ideal candidate should be detail-oriented, possess strong communication skills, and be able to manage multiple tasks in a fast-paced environment.

Skills & Requirements

Must-have

  • Client interaction across multiple platforms
  • Organize and track multiple tasks
  • Fast-paced, task-oriented environment
  • Spanish language proficiency

Nice-to-have

  • Detail-oriented and creative problem solver
  • High touch critical administrative support
  • Proactive follow-up and problem resolution

Key Requirements

  • High School Diploma or equivalent
  • 1+ years securities industry experience preferred
  • SIE required
  • Series 7 required
  • Series 63, 65 and/or 66 as required by state

Work Rights

Not specified

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