Senior Client Services & Financial Admin Pro

Raymondjames; Las Vegas (NV); Vor Ort; USD 48.000 - 62.000; Vollzeit

Zusammenfassung

Raymond James is seeking a Registered Client Service Associate to join our growing team. This role provides high-touch administrative support to Financial Advisors and clients, handling onboarding, meetings scheduling, and account activities across phone, email, in-person, and virtual channels.

The ideal candidate is detail oriented, a creative problem solver, and comfortable managing multiple tasks in a fast-paced environment.

Qualifikationen

• Experienced in client-focused financial services or brokerage environments.
• Strong client service orientation and multitasking ability.
• Proficient with CRM software and Excel for reporting.
• Excellent written and verbal communication across platforms.

Aufgaben

• Serve as first point of contact for high-volume client interactions.
• Assist with onboarding and client liquidity events.
• Trade administration for discretionary and non-discretionary products.
• Support alternative investments and foreign accounts.
• Prepare reports to improve practice efficiency.
• Onboard new clients and open accounts.
• Maintain client information per firm policies.
• Assist Advisors with marketing events.

Kenntnisse

Effective communication

Organizational skills

Attention to detail

Customer service mindset

Tools

CRM software

Goal planning software

Excel

Jobbeschreibung

Raymond James is seeking a Registered Client Service Associate to join our growing team. This role provides high-touch administrative support to Financial Advisors and clients, handling onboarding, meetings scheduling, and account activities across phone, email, in-person, and virtual channels.

The ideal candidate is detail oriented, a creative problem solver, and comfortable managing multiple tasks in a fast-paced environment.