Client Service Associate — Financial Advisor Support

Raymond James; Boca Raton (FL); Sur place; USD 64 125 - 105 925; Plein temps

Résumé du poste

Raymond James is seeking a Registered Client Service Associate in Boca Raton to provide essential administrative support to financial advisors and clients. The ideal candidate should possess effective communication skills, organizational abilities, and a commitment to customer service. Primarily responsible for managing client inquiries, onboarding new accounts, and ensuring accurate documentation, this role is essential to enhancing client relationships and supporting the team in a fast-paced environment.

Qualifications

• High School Diploma or equivalent required.
• 1+ years of relevant experience preferred.
• SIE, Series 7, and Series 63/65/66 licenses are required.

Responsabilités

• Serve as the first point of contact for client inquiries.
• Onboard new clients and open new accounts.
• Prepare financial reports and manage client documentation.

Connaissances

Effective communication

Client Relationship Management

Organizational skills

Analytical skills

Problem solving

Formation

High School Diploma or equivalent

Outils

CRM software

Excel

Description du poste

Raymond James is seeking a Registered Client Service Associate in Boca Raton to provide essential administrative support to financial advisors and clients. The ideal candidate should possess effective communication skills, organizational abilities, and a commitment to customer service. Primarily responsible for managing client inquiries, onboarding new accounts, and ensuring accurate documentation, this role is essential to enhancing client relationships and supporting the team in a fast-paced environment.