Raymond James & Associates, Inc., Research Division

Registered Client Service Associate- Part-time

Raymond James & Associates, Inc., Research Division(18 days ago)

HybridPart TimeJunior$40,000 - $60,000Financial Services
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About this role

Raymond James seeks a detail-oriented Registered Client Service Associate to provide administrative support to Financial Advisors, their clients, and branch staff. The role involves managing client interactions, processing account details, preparing reports, and supporting marketing efforts in a fast-paced environment.

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Required Skills

  • CRM Software
  • Customer Service
  • Account Management
  • Financial Reporting
  • Communication
  • Organization
  • Problem Solving
  • Excel
  • Time Management
  • Regulatory Knowledge

Qualifications

  • High School Diploma
  • Series 7
  • Series 63 or 65 or 66
  • SIE

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