Client Services Associate — Financial Advisory Support

Raymond James; Bethesda (MD); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Disability benefits

Paid time off including vacation and sick leave

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate in Bethesda, Maryland. This role involves providing essential administrative support to Financial Advisors and clients, ensuring high quality interactions and client satisfaction. The ideal candidate thrives in a fast-paced environment, managing multiple tasks and priorities effectively.

With a focus on effective communication and meticulous organization, the position requires strong skills across various platforms. Join Raymond James and explore your potential!

Qualifications

• Effective communication skills across multiple platforms (phone, email, in-person, virtual).
• Ability to organize and manage multiple, detailed tasks.
• SIE license required.

Responsibilities

• Serve as first point of contact for client interactions.
• Onboard new clients and open new accounts.
• Prepare financial reports for client meetings.

Skills

Effective communication across multiple platforms

Organizing and managing detailed tasks

Client Relationship Management (CRM) software

General office practices

Investment concepts

Education

High School Diploma or equivalent

Tools

Excel

Job description

Raymond James is seeking a dynamic Registered Client Service Associate in Bethesda, Maryland. This role involves providing essential administrative support to Financial Advisors and clients, ensuring high quality interactions and client satisfaction. The ideal candidate thrives in a fast-paced environment, managing multiple tasks and priorities effectively.

With a focus on effective communication and meticulous organization, the position requires strong skills across various platforms. Join Raymond James and explore your potential!