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Registered Client Service Associate-Greenville, SC) at Raymond James - ApplyBlast

Registered Client Service Associate-Greenville, SC)

Raymond James

4 months ago

Greenville, South Carolina

Onsite

Full Time

Senior

0 applicants

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About this role

A Registered Client Service Associate at Raymond James provides high-touch administrative support to Financial Advisors and their clients by managing accounts, processing transactions, and preparing financial reports. The role requires effectively communicating across multiple platforms while organizing complex tasks in a fast-paced environment. Success in this position involves maintaining current client information, assisting with marketing efforts, and utilizing internal databases to research securities.

Responsibilities

Serve as primary point of contact for daily client inquiries and meeting scheduling
Onboard new clients and open accounts using internal database technologies
Process asset transfers and monitor cash awaiting investment opportunities
Prepare financial reports and spreadsheets for client meetings
Input orders and rebalance portfolios on behalf of Financial Advisors