Senior Client Service & Operations Associate

Fwainvest; New York (NY); Presencial; USD 80 000 - 96 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Retirement savings

Paid time off

Parental leave

Resumo da oferta

Raymond James is seeking a Senior Registered Client Service Associate in New York, NY to provide high-touch administrative support to Financial Advisors and clients. The role emphasizes timely communication across multiple channels, data accuracy, and proactive problem solving.

Responsibilities include client onboarding, account setup, meeting coordination, budgeting/tracking of advisor expenses, and generating reports to improve practice efficiency.

Qualificações

• High School Diploma or equivalent and five years of financial services industry service experience.
• Proven ability to manage multiple tasks with accuracy and speed.
• Strong communication across phone, email, in-person and virtual channels.

Responsabilidades

• Serve as first point of contact for a high volume of client interactions.
• Support Financial Advisors with onboarding, scheduling, and client documentation.
• Assist with marketing efforts and client events; prepare reports to improve efficiency.

Conhecimentos

Communication

Customer service

Time management

Attention to detail

Multitasking

Hebrew language

Formação académica

High School Diploma or equivalent

Ferramentas

Excel

CRM software

Descrição da oferta de emprego

Raymond James is seeking a Senior Registered Client Service Associate in New York, NY to provide high-touch administrative support to Financial Advisors and clients. The role emphasizes timely communication across multiple channels, data accuracy, and proactive problem solving.

Responsibilities include client onboarding, account setup, meeting coordination, budgeting/tracking of advisor expenses, and generating reports to improve practice efficiency.