Registered Client Associate

raymondjames

Salt Lake City (UT)

On-site

USD 55,000 - 75,000

Full time

9 days ago

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Benefits offered by this job

Medical Insurance Stipend

PTO + Market Holidays

Medical, dental, and vision

Life insurance

Critical illness insurance and death/

Disability benefits

Retirement savings

Paid time off (vacation, holidays, and

Parental leave

Job summary

Snowpine Wealth in Salt Lake City, UT is seeking a Registered Client Associate who understands the needs of the business, is passionate about delivering an exceptional client experience, and excels in communication and operational administration. Above all, the ideal candidate has a servant heart and the empathy of a close friend.

Responsibilities include daily client interactions, scheduling meetings across channels, opening new accounts, processing money movements, maintaining CRM records, and

Qualifications

Bachelor's degree is required.
2+ years of general office and customer service experience.
Series 7 & 66 licenses required or obtainable within the stated period after start date.
Onsite workstyle.

Responsibilities

Interacts daily with clients, including basic inquiries and sensitive account information.
Schedules meetings on the phone, in person, virtually, and through mailings.
Supports financial advisors and branch office both independently and in a team.
Opens new client accounts, processes money movement, and researches information.
Creates and maintains records using CRM software.
Participates in training and professional development opportunities to stay current on firm policies.
Places trades as directed by Wealth Partner.
Performs other duties and responsibilities as assigned.

Skills

CRM software

Microsoft Office 365

Communication skills

Education

Bachelor's degree

Tools

CRM software

Job description

Job Description Summary

Snowpine Wealth is an independently owned wealth management practice that delivers strategic financial guidance and a highly personalized client experience. Small yet mighty, we work collectively as a team to ensure our clients' needs are met.

As we continue to grow, we are seeking a Registered Client Associate who understands the needs of the business, is passionate about delivering an exceptional client experience, and excels in both communication and operational administration. Above all, the ideal candidate has a servant heart and the empathy of a close friend.

Job Description

Essential Duties and Responsibilities

Interacts daily with clients, including basic inquiries and sensitive account information
Schedules meetings on the phone, in person, virtually, and through mailings.
Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
Open new client accounts, process money movement, and research information as needed
Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
Places trades as directed by and on behalf of Wealth Partner
Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

Company's working structure, policies, mission, and strategies.
General office practices, procedures, and methods.

Skill in

Client Relationship Management (CRM) software, or similar contact management software.
Microsoft Office 365 applications
Effective communication across multiple client platforms (in-person, virtual, phone and mail)

Ability to

Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Analyze and research account information.
Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Identify time sensitive items and assess competing priorities.
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
Provide a high level of customer service in a calm, professional manner.
Use mathematics sufficient to process account and transaction information.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
Work both independently and as part of a cohesive team.
Provide a high level of customer service.

Experience

2+ years of general office and customer service experience

Education

Bachelor's degree required

Registrations

Series 7 & 66 required or willing to obtain within stated period after start date

Workstyle

Onsite

Benefits

Medical Insurance Stipend, PTO + Market Holidays
Medical, dental, and vision
Life insurance
Critical illness insurance and accident insurance
Disability benefits
Retirement savings
Paid time off (including vacation, holidays, and sick leave)
Parental leave

Snowpine Wealth and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

EducationBachelor's

Work ExperienceCertificationsTravelLess than 25%WorkstyleResident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to: