Client Service Associate – Financial Advisory Support

100 Raymond James & Associates, Inc.; Bethesda (MD); Vor Ort; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Medical, dental, and vision insurance

Retirement savings plan

Paid time off and parental leave

Zusammenfassung

Raymond James in Bethesda, MD is seeking a dynamic Registered Client Service Associate to support Financial Advisors, their clients, and branch staff. The role demands strong communication across phone, email, in-person, and virtual channels and the ability to manage multiple, detailed tasks in a fast-paced environment.

The ideal candidate will onboard clients, open accounts, research information in internal databases, and maintain accurate records while ensuring regulatory compliance.

Qualifikationen

• High School Diploma or equivalent; 1+ year securities industry experience preferred.
• SIE required; Series 7 and other registrations may be required by state.
• Experience with client account maintenance and regulatory requirements.

Aufgaben

• Serves as first point of contact for a high volume of daily client interactions.
• Onboards new clients, opens client accounts, researches information in internal systems.
• Prepares financial reports and inputs orders while maintaining CRM records.

Kenntnisse

CRM software

Excel

Communication skills

Account opening

Data management

Ausbildung

High School diploma

Tools

CRM software

Excel

Jobbeschreibung

Raymond James in Bethesda, MD is seeking a dynamic Registered Client Service Associate to support Financial Advisors, their clients, and branch staff. The role demands strong communication across phone, email, in-person, and virtual channels and the ability to manage multiple, detailed tasks in a fast-paced environment.

The ideal candidate will onboard clients, open accounts, research information in internal databases, and maintain accurate records while ensuring regulatory compliance.