Senior Registered Virtual Client Service Associate

🔥 0 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟠 Senior

📁 Client Services

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Raymond James

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1962

💸 Finance

Finance • Wealth Management • Investment Banking

Raymond James is a global financial services firm that offers a comprehensive range of investment solutions including wealth management, asset management, and investment banking services. The firm specializes in providing tailored financial planning and investment advice to individuals and institutions, with a focus on retirement planning, estate management, and financial education. Backed by a strong team of financial advisors and industry expertise, Raymond James is committed to helping clients achieve their financial goals through personalized services.

📋 Description

• Supports Financial advisors and their prospective and existing clients and other branch staff team members • Communicates with assigned advisors proactively on a daily basis • Manages client account maintenance activities • Delivers client support including meeting preparation, running reports, and special outreach projects • Provides high caliber service to clients by responding to inquiries and requests promptly • Researches complex client situations and communicates with home office departments for timely resolutions • Assists with prospective clients providing consultation and education regarding the Raymond James and Associates platform • Coordinates /oversees the transition process for new client transition of accounts

🎯 Requirements

• Associate’s degree and five (5) years of licensed financial services industry service experience • Branch experience preferred ~or~ An equivalent combination of experience, education, and/or training as approved by Human Resources • SIE required provided that an exemption or grandfathering cannot be applied • Series 7 required • Series 63, 65 and/or 66 as required by state • Ability to obtain additional securities and advisory state registrations if required by state

🏖️ Benefits

• medical, dental, and vision • life insurance • critical illness insurance and accident insurance • disability benefits • retirement savings • paid time off (including vacation, holidays, and sick leave) • parental leave