Senior Registered Virtual Client Service Associate

Raymond James; Ohio; Remote; USD 55,000 - 87,000; Full time

Job summary

Raymond James is seeking a dedicated support professional to assist financial advisors and clients across multiple platforms. You will manage account maintenance, prepare for client meetings, run reports, and address inquiries with a focus on timely, high-quality service.

The role requires strong communication, advanced Excel skills, and the ability to manage multiple tasks in a fast-paced environment. Remote work availability may be offered as part of this position.

Qualifications

• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
• Provide a high level of customer service.
• Proficient with Microsoft Office, with advanced Excel knowledge.
• Able to analyze account information.
• Help drive utilization/adoption to key tools and resources.

Responsibilities

• Manages client account maintenance activities including opening/maintaining accounts, submitting forms, money movement, monitoring transactions and transfers.
• Delivers client support including meeting preparation, running reports, meeting follow-up, and outreach projects.
• Provides high caliber service by responding promptly to inquiries and requests.
• Researches complex client situations and coordinates with home office to resolve, managing client expectations.

Skills

Communication

Multi-tasking

Data analysis

Client service

Education

Associate's degree + 5 yrs financial services experience

Tools

Microsoft Office

Excel

Job description

Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Under general supervision, uses specialized skills gained through training and experience to provide proactive, virtual support to financial advisors. Provide efficient, high quality client service, account maintenance, and administrative support to advisors within the scope of the program. Follows established standard operating procedures to perform tasks, projects, and assist clients. Communicates with assigned advisors proactively on a daily basis to ensure needs are being met and necessary support is being provided.

• Manages client account maintenance activities which includes, but is not limited to opening/maintaining accounts, submitting forms, money movement, monitoring transactions and transfers, etc.
• Delivers client support which includes, but is not limited to client meeting preparation, running reports, meeting follow up, and special outreach projects, etc.
• Provides high caliber service to clients by responding to inquiries and requests promptly.
• Researches complex client situations, communicates with home office departments to seek a timely resolution, while managing client's expectations until resolved.
• Participates in ongoing training and education to ensure the most efficient usages of technology and firm resources.
• Coordinates /oversees the transition process for new client transition of accounts with other functional areas to ensure a professional process from initial client contact through transition of accounts ensuring proper execution of every step of the new client onboarding process.
• Assists with prospective clients, provides consultation and education regarding the Raymond James and Associates platform.

• Company's working structure, policies, mission, and strategies.
• General office practices, procedures, and methods.
• Financial industry experience
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
• Provide a high level of customer service.
• Proficient use of Microsoft program suite, with advanced excel knowledge
• Able to analyze account information
• Help drive utilization/adoption to key tools and resources
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
• Provide a high level of customer service.

• Associate's degree and five (5) years of licensed financial services industry service experience.
• ~ An equivalent combination of experience, education, and/or training as approved by Human Resources.

• Ability to obtain additional securities and advisory state registrations if required by state.
• High School (HS) Work Experience
• s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Salary Range: $55,000.00-$87,360.00. Travel: Remote. 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; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave);

When associates bring their best authentic selves, our organization, clients, and communities thrive.