Finance Client Services Associate

Raymond James; Melbourne (FL); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical benefits

Retirement savings

Paid time off

Job summary

Raymond James in Melbourne, Florida is seeking a Client Support Associate to provide vital support to financial advisors and clients. Responsibilities include onboarding clients, processing transactions, and preparing financial reports.

The ideal candidate will have a High School Diploma and related work experience in the securities industry. Excellent communication skills and the ability to manage multiple tasks in a fast-paced environment are essential.

This role offers various benefits including medical and retirement savings.

Qualifications

• High School Diploma required.
• Minimum one year of experience in the securities industry is preferred.
• Relevant certifications such as S66 or S7 are ideal.

Responsibilities

• Serve as first point of contact for clients.
• Onboard new clients and open accounts.
• Monitor assets awaiting investment and provide reports.
• Process orders and manage portfolios.
• Support marketing efforts and client events.

Skills

Knowledge of company’s working structure, policies, mission, and strategies

Experience with managed account platforms

Client Relationship Management (CRM) software

Effective communication across multiple client interactive platforms

Excel proficiency

Analyze and research account information

Education

High School Diploma or equivalent

One or more years of securities industry or related work experience

Certifications: S66, S7, SIE

Job description

Raymond James in Melbourne, Florida is seeking a Client Support Associate to provide vital support to financial advisors and clients. Responsibilities include onboarding clients, processing transactions, and preparing financial reports.

The ideal candidate will have a High School Diploma and related work experience in the securities industry. Excellent communication skills and the ability to manage multiple tasks in a fast-paced environment are essential.

This role offers various benefits including medical and retirement savings.