Registered Client Service Associate - Rockville, Md
Raymond James
Rockville, MD, US
Base: $45,000.00-$80,000.00; bonus/equity: not spe...
Hybrid
Client relationship management (crm) software
Effective communication across multiple client interactive platforms
Organize, manage, and track multiple detailed tasks
Raymond James is seeking a motivated and detail-oriented Registered Client Service Associate for their Rockville, MD location. This role involves providing high-quality administrative support to financial advisors and clients, requiring effective communication and multitasking skills 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.
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
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: 75
Raymond James is seeking a motivated and detail-oriented Registered Client Service Associate for their Rockville, MD location. This role involves providing high-quality administrative support to financial advisors and clients, requiring effective communication and multitasking skills in a fast-paced environment.
Salary
Base: $45,000.00-$80,000.00; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Client Relationship Management (CRM) software
Effective communication across multiple client interactive platforms
Organize, manage, and track multiple detailed tasks
Handle stressful situations and provide high level of customer service
Nice-to-have
Company's working structure, policies, mission, and strategies
Goal planning software
Proactively follow up on submitted items
Key Requirements
High School Diploma or equivalent
1+ years securities industry or related work experience