Registered Client Associate

Raymond James Financial, Inc.; Salt Lake City, Northern (UT, KY); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical Insurance Stipend

PTO + Market Holidays

Job summary

Snowpine Wealth is seeking a Client Service Advisor to deliver exceptional client experiences and strong operational support for our wealth management team. You will handle inquiries, schedule meetings, and maintain client records with CRM software in a fast-paced, team-oriented environment.

The role emphasizes communication, accuracy, and proactive service to help advisors meet client needs onsite at our Salt Lake City location.

Qualifications

• 2+ years of general office, customer service, and relationship management experience
• Bachelor’s degree required
• Series 7 & 66 required or willing to obtain within stated period after start date
• Workstyle: Onsite

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

Skills

CRM software

Office 365

Communication

Customer service

Teamwork

Account research

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 Client Service Advisor 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?

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, customer service, and relationship management 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

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.

Education Bachelor’s Work Experience Certifications Travel Less than 25% Workstyle Resident

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:

• 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 firm

At 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 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.