Senior Client Service Associate: Financial Advisor Support

Raymond James; Denver (CO); Hybrid; USD 55.000 - 85.000; Vollzeit

Benefits dieser Stelle

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability benefits

Retirement savings

Paid time off

Zusammenfassung

Raymond James is seeking a Senior Registered Client Service Associate in Denver to support Financial Advisors and clients. The role emphasizes high-volume service, accuracy, and proactive problem solving across phone, email, in-person and virtual channels.

Ideal candidates bring SIE, Series 7 and Series 63/65/66 as required by state, plus strong CRM and Excel proficiency, and a commitment to client-first service and continuous development.

Qualifikationen

• High School Diploma or equivalent and five (5) years of financial services industry service experience.
• Licenses: SIE, Series 7, and Series 63/65/66 as required by state.
• Ability to obtain additional securities and advisory registrations if required by state.

Aufgaben

• Serves as first point of contact to service a high volume of daily interactions with clients and prospects.
• Assists Financial Advisors with marketing events and seminars and client-facing activities.
• Creates reports to improve practice efficiency and track performance metrics.
• Onboards new clients, opens accounts, researches client information using internal databases.

Kenntnisse

CRM software

Excel

Communication

Time management

Attention to detail

Ausbildung

High School Diploma

Equivalent experience

Jobbeschreibung

Raymond James is seeking a Senior Registered Client Service Associate in Denver to support Financial Advisors and clients. The role emphasizes high-volume service, accuracy, and proactive problem solving across phone, email, in-person and virtual channels.

Ideal candidates bring SIE, Series 7 and Series 63/65/66 as required by state, plus strong CRM and Excel proficiency, and a commitment to client-first service and continuous development.