Registered Client Associate

Raymond James

Remote
**
Service daily client inquiries
Process money movement
Client relationship management (crm) software
** Raymond James is seeking a Registered Client Associate to join their financial planning practice, Uhler Vertich White Advisors, in a remote capacity. The role involves providing administrative support, managing client inquiries, and ensuring the accuracy of documentation while promoting a team-oriented culture. **

Job Summary

  • The Registered Client Service Associate plays a critical role in the operations and communications in the office and is on the front lines of the client experience.
  • This position requires significant knowledge of our industry, superb critical thinking skills, an ability to effectively manage multiple projects, and the wisdom to manage oneself in a team-oriented environment.
  • Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures.

Matching Summary

Match Score: 75

** Raymond James is seeking a Registered Client Associate to join their financial planning practice, Uhler Vertich White Advisors, in a remote capacity. The role involves providing administrative support, managing client inquiries, and ensuring the accuracy of documentation while promoting a team-oriented culture. **

Skills & Requirements

Must-have

  • Service daily client inquiries
  • Process money movement
  • Client Relationship Management (CRM) software
  • Microsoft Office proficiency
  • Effective communication skills

Nice-to-have

  • Team-oriented environment
  • Proactively follow up on submitted items
  • High level of customer service
  • Familiarity with tax, trust, and estate planning

Key Requirements

  • 7 & 66 licenses
  • Bachelor’s degree preferred OR equivalent industry experience
  • 7 to 12 months general experience
  • Securities Industry Essentials Exam (SIE)

Work Rights

Not specified

Tailored Resume

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