Senior Registered Virtual Client Service Associate

🔥 16 hours ago

🌲 North Carolina – Remote

🌲 North Carolina – Remote

⏰ Full Time

🟠 Senior

📁 Client Services

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Raymond James

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1962

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

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

• Provide proactive virtual support to financial advisors • Provide client service, account maintenance, and administrative support within program scope • Communicate proactively with assigned advisors daily • Manage client account maintenance, including opening and maintaining accounts, submitting forms, money movement, and monitoring transactions and transfers • Prepare for client meetings, run reports, conduct meeting follow-up, and support special outreach projects • Respond promptly to client inquiries and requests • Research complex client situations and coordinate with home office departments for timely resolution • Manage client expectations while issues are resolved • Participate in ongoing training and education • Coordinate and oversee new client account transition processes with other functional areas • Assist prospective clients with consultation and education regarding the Raymond James and Associates platform • Perform other assigned duties

🎯 Requirements

• Associate’s degree and five (5) years of licensed financial services industry service experience • Equivalent combination of experience, education, and/or training as approved by Human Resources may qualify • Branch experience preferred • 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 • Financial industry experience • Proficient use of Microsoft program suite, with advanced Excel knowledge • Ability to analyze account information • Ability to organize, manage, and track multiple detailed tasks and assignments amid changing priorities and deadlines • Ability to drive utilization/adoption of key tools and resources • Ability to communicate effectively orally and in writing with all organizational levels • Ability to work independently • Ability to provide a high level of customer service • Travel less than 25% • General experience of 6 to 10 years

🏖️ Benefits

• Benefits package may include 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 • Remote workstyle