Senior Registered Virtual Client Service Associate

🔥 0 minutes ago

🌲 North Carolina – Remote

🌲 North Carolina – Remote

⏰ Full Time

🟠 Senior

📁 Client Services

🦅 H1B Visa Sponsor

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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 • Communicate daily with assigned advisors to ensure needs are met • Manage client account maintenance, including opening and maintaining accounts, submitting forms, money movement, and monitoring transactions and transfers • Prepare client meetings, run reports, follow up on meetings, and conduct special outreach projects • Respond promptly to client inquiries and requests • Research complex client situations and coordinate with home office departments for timely resolution • 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 and responsibilities

🎯 Requirements

• Associate’s degree and five (5) years of licensed financial services industry service experience, or equivalent combination of experience, education, and/or training as approved by Human Resources • SIE required unless an exemption or grandfathering applies • 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 • Branch experience preferred • 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 use technology and firm resources efficiently • Ability to help drive utilization and adoption of key tools and resources • Effective oral and written communication across organizational levels • Ability to work independently • Ability to provide a high level of customer service • Less than 25% travel

🏖️ Benefits

• Medical, dental, and vision • Life insurance • Critical illness insurance • Accident insurance • Disability benefits • Retirement savings • Paid time off, including vacation, holidays, and sick leave • Parental leave • Professional development opportunities • Enriching networking groups • Diversity and inclusion support