Registered Client Service Associate- Atlanta, GA
Fwainvest
- # Registered Client Service Associate- Atlanta, GAApplylocations: GA - Atlanta - 3414 Peachtree Rd NE Ste 550time type: Full timeposted on: Posted Todayjob requisition id: R-0011487**Job Description Summary**Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.**Job Description****Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!**Responsibilities:*** Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.* Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.* Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.* Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.* Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.* Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.* Reviews, assesses and responds to all corporate action items and client account alerts.* Prepares financial reports, spreadsheets and other materials for client meetings.* Inputs orders and rebalances portfolios on behalf of the Financial Advisors.* Creates and maintains records and files utilizing Client Relationship Management (CRM) software.* Assists Financial Advisors with marketing efforts including seminars and other client-facing events.* Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.* Performs other duties and responsibilities as assigned.**Skills:*** Company’s working structure, policies, mission, and strategies.* Managed account platforms.* General office practices, procedures, and methods.* Investment concepts, practices and procedures used in the securities industry.* Financial markets, products and industry regulations.* Trading terminology.* Client Relationship Management (CRM) software, or similar contact management software.* Goal planning software.* Excel, including developing spreadsheets as needed and for ongoing reporting.* Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)* Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.* Analyze and research account information.* Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.* Identify time sensitive items and assess competing priorities.* Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.* Handle stressful situations and provide a high level of customer service in a calm and professional manner.* Analyze problems and establish solutions in a fast paced environment.* Use mathematics sufficient to process account and transaction information.* Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.* Work both independently and as part of a cohesive team.* Provide a high level of customer service.**Education/Previous Experience*** High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.**Licenses/Certifications*** SIE required provided that an exemption or grandfathering cannot be applied.* Series 7 required.* Series 63, 65 and/or 66 as required by state.**Education**High School (HS) (Required)**Work Experience**General Experience - 7 to 12 months**Certifications**s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)**Travel**Less than 25%**Workstyle**ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that 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); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
- J-18808-Ljbffr Fwainvest
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Registered Client Service Associate- Atlanta, GA in Atlanta, GA vacancy
- Job Summary Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial...SuggestedWork experience placementWork at office
- ...Client Services Associate - Atlanta, GA Join our Atlanta Client Services Team as a Client Services Associate, where you'll play a key role in supporting both clients and advisors while keeping day-to-day operations running seamlessly. This is a great opportunity for...SuggestedFull timeTemporary workSummer workWork at officeImmediate startMonday to FridayFlexible hours
- ...Location options are Charlotte, North Carolina, Atlanta, Georgia or Orlando, Florida. Responsible for the general servicing and support of the Financial Advisors. This... ...providing a consistent and effective level of client servicing when the Financial Advisor is unavailable...SuggestedSecond jobWork at officeMonday to Friday
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...SuggestedWork at officeLocal area
$24 per hour
...Office Services Associate - Atlanta, GA (Onsite Part-Time) Atlanta GA - Atlanta, GA 30309 Overview Salary Range $24.00 Hourly Level Entry... ...contributing to the satisfaction, retention and growth of client relationships. Our ideal candidate will have a demonstrated...SuggestedHourly payTemporary workPart timeWork at officeFlexible hoursShift workEP Wealth Advisors
Atlanta, GA5 days ago- Raymond James is looking for a Registered Client Service Associate in Atlanta, GA, to deliver high-quality administrative support to Financial Advisors and clients. The successful candidate will manage tasks, provide critical support for client interactions, and ensure...Work experience placement
- ...Role Description The Client Services Associate is a full-time, on-site role based in Atlanta, GA. This role supports financial professionals by managing client inquiries, preparing account paperwork, and ensuring timely follow-up on service requests. Daily responsibilities...Full timeWork at office
Chappell Financial Group
Atlanta, GA2 days ago $20 - $22 per hour
950 E Paces Ferry Rd NE Suite 2195 Atlanta, GA 30326, USA Pay Range : $20 - $22/hr. (Actual compensation is commensurate... ...We are seeking a dedicated and personable Customer Service Associate to join our team. The Client Services Associate (CSA) processes inbound customer...Work at officeImmediate startRemote workWork from homeHome officeWeekend workAfternoon shiftRubicon Global Holdings LLC
Atlanta, GA2 days ago- ...Morgan-Stanley in Atlanta, GA is seeking a Client Service Associate to provide exceptional support to financial advisors and clients. This role involves building client relationships and assisting with daily needs. The ideal candidate should have strong interpersonal skills...
Morgan Stanley
Atlanta, GA1 day ago - A financial services firm is looking for a Registered Client Service Associate in Atlanta, Georgia. This role focuses on providing exceptional service and support to clients, assisting Financial Advisors, and maintaining client accounts. The ideal candidate has a High School...
$60k - $65k
...Client Service Associate Atlanta, GA Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to...InternshipWork at officeRemote work2 days per week$21.58 - $29.2 per hour
## Service Associate - Atlanta, GA - Sustainability SolutionsApplylocations: Atlanta, Georgiatime type: Full timeposted on: Posted 2 Days Agojob requisition id: R566637Work Flexibility: Field-basedJob Description**Who we want**Customer oriented representatives. A person...For contractorsWork at officeStryker
Atlanta, GA1 day ago- ...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and...Full timeWork at officeLocal area
$60k - $65k
...re not just in the business of helping clients with their financial goals – we also help... ...owner. Job Description The Client Service Associate supports Financial Advisors by delivering... ...practice of Ameriprise Financial in Midtown Atlanta to help provide top-notch service to...Full timePart timePrivate practiceImmediate startHome officeThreadneedle group
Atlanta, GA1 day ago- ...Wealth Enhancement Group in Sandy Springs, GA is seeking a Client Service Associate to support high-net-worth clients and Financial Advisors. This hybrid role involves client onboarding, administrative tasks, and relationship management, ensuring a seamless client experience...
Wealth Enhancement Group
Sandy Springs, GA1 day ago - ...ensure the performance, security, and scalability that clients and industries depend on every day. Working in... ...seeks to hire a hardware computer technician; System Services Representative (SSR) for the Atlanta, GA area. This role is an entry level position for an individual...Work from homeWorldwideRelocation
$39k
...hardware computer technician; System Services Representative (SSR) for the Atlanta, GA area. This role is an entry level... ...primary technical interface to clients for the coordination of hardware... .../ GED Preferred Education Associate's Degree / College Diploma Required...Full timeContract workPart timeFixed term contractWork from homeRelocationShift work$50k - $65k
...Client Service Associate Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between clients and the advisory team, you will help...Full timeTemporary workWork at officeFlexible hours$60k - $65k
Join Ameriprise Financial as a Client Service Associate in Atlanta, where you will provide exceptional support to our financial advisors and clients. Responsibilities include maintaining client communications, managing workflow, and ensuring client satisfaction through...Full time- A leading sustainability firm based in Atlanta is seeking a motivated Customer Service Associate. This role requires providing excellent customer service to internal and external clients through various communication channels. Ideal candidates should have a high school...Remote jobWork at office
$158.95k - $220k
...meetings, and other industry events. Location Field Based Atlanta South (Metro), GA Key Responsibilities Engage Rare Neurology experts and... ..., genetic information, familial status, marital or registered civil partnership status, pregnancy or parental status, gender...Local area$158.95k - $220k
...meetings, and other industry events. Location Field Based - Atlanta North (Metro), GA Responsibilities Engage Rare Neurology experts and other... ..., genetic information, familial status, marital or registered civil partnership status, pregnancy or parental status, gender...Local area$158.95k - $220k
...other industry events. When & where: Field Based Location: Atlanta North (Metro), GA Discover your role: Engage Rare Neurology Experts and... ..., genetic information, familial status, marital or registered civil partnership status, pregnancy or parental status, gender...Local area- A retail jewelry company based in Atlanta, Georgia is looking for an Administrative Associate to provide crucial support in client interactions and sales transactions. The role involves assisting clients with their needs, handling sales processes, and managing various...Work at office
$80k - $100k
...join our dynamic Insurance team in Atlanta, GA. Key Responsibilities Include Serve as primary day-to-day client contact; manage client service needs; present custom solutions to clients... ...training and overseeing Account Associates Review, analyze, process and...For contractorsFor subcontractorSummer workWork at officeLocal areaFlexible hours- ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted... ...people, organizational, and client service skills Attention to detail coupled... ...: 3550 LENOX ROAD NORTHEAST:ATLANTA City: Atlanta Country:...Full timeFlexible hours
Royal Bank of Canada
Atlanta, GA1 day ago - ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted... ...people, organizational, and client service skills Attention to detail coupled... ...Address: 3550 LENOX ROAD NORTHEAST:ATLANTA City: Atlanta Country: United States...Full timeFlexible hours
RBC Capital Markets, LLC
Atlanta, GA2 days ago - Fwainvest is looking for a Registered Client Service Associate in Atlanta, GA. This role requires effective communication across multiple platforms to support Financial Advisors and clients. Responsibilities include onboarding clients, processing account openings, and...
- ...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...Work at officeLocal area
Morgan Stanley
Atlanta, GA2 days ago $60k - $65k
...Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized...InternshipWork at officeLocal areaRemote work2 days per weekFocus Financial Partners Inc.
Atlanta, GA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Registered Client Service Associate- Atlanta, GA. Be the first to apply!
Related searches
- client solutions associate Atlanta, GA
- client account associate Atlanta, GA
- client success associate Atlanta, GA
- registered client associate Atlanta, GA
- client services associate Atlanta, GA
- client relationship associate Atlanta, GA
- environmental services attendant Atlanta, GA
- entry level service advisor Atlanta, GA
- service lot attendant Atlanta, GA
- retail service associate Atlanta, GA