Registered Client Associate

Raymond James Financial, Inc.; Salt Lake City (UT); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance Stipend

PTO + Market Holidays

Job summary

Snowpine Wealth in Salt Lake City, UT is seeking a Registered Client Associate to support financial advisors and deliver exceptional client service. The role involves opening accounts, processing money movements, maintaining CRM records, and coordinating meetings with clients.

You will work onsite with a team, requiring a Bachelor’s degree and Series 7 & 66 or willingness to obtain. Strong communication and organizational skills are essential.

Qualifications

• Bachelor’s degree required.
• Series 7 & 66 registrations required or willing to obtain within stated period after start date.
• 2+ years of general office and customer service experience.

Responsibilities

• Interacts daily with clients and handles basic inquiries and sensitive account information.
• Schedules meetings by phone, in person, virtually or via mailings.
• Opens new client accounts and processes money movements.
• Maintains records using CRM software and supports financial advisors.
• Performs other duties as assigned.

Skills

CRM software

MS Office 365

Communication skills

Organizational skills

Customer service

Education

Bachelor’s degree

Series 7 & 66

Job description

Job Description SummarySnowpine 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.Are you ready to take the next step in your career? Read on and apply below.Job DescriptionEssential Duties and ResponsibilitiesInteracts daily with clients, including basic inquiries and sensitive account informationSchedules 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 neededCreates 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 PartnerPerforms other duties and responsibilities as assigned.Knowledge, Skills, and AbilitiesKnowledge ofCompany’s working structure, policies, mission, and strategies.General office practices, procedures, and methods.Skill inClient Relationship Management (CRM) software, or similar contact management software.Microsoft Office 365 applicationsEffective communication across multiple client platforms (in-person, virtual, phone and mail)Ability toOperate 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 experienceEducation: Bachelor’s degree requiredRegistrations: Series 7 & 66 required or willing to obtain within stated period after start dateWorkstyle: OnsiteBenefits: Medical Insurance Stipend, PTO + Market HolidaysSnowpine 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’sWork ExperienceCertificationsTravelLess than 25%WorkstyleResidentThe 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:• Grow professionally and inspire others to do the same• Work with and through others to achieve desired outcomes• Make prompt, pragmatic choices and act with the client in mind• Take ownership and hold themselves and others accountable for delivering results that matter• Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.#LI-LS1