Registered Client Service Associate (Shreveport, LA)
Raymond James Financial, Inc.
- # Registered Client Service Associate (Shreveport, LA)Applylocations: Shreveport, Louisiana - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0012569**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 - 3 to 6 years**Certifications**s63 - Uniform Securities Agent 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 Raymond James Financial, Inc.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Registered Client Service Associate (Shreveport, LA) in Brooklyn, NY vacancy
- ## Registered Client Service Associate (Shreveport, LA)Applylocations: Shreveport, Louisiana - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0012569**Job Description Summary**Supports Financial advisors and their prospective and existing...SuggestedWork experience placementWork at office
Raymond James Financial Services
Brooklyn, NY2 days ago - 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...SuggestedWork experience placementWork at office
$500 per month
Registered Brokerage Client Service Associate - Pacific Timezone Who We Are: Alpaca is a US-headquartered, global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Amongst our subsidiaries, Alpaca is...SuggestedRemote jobHome office$31.53 - $38.5 per hour
...About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration... ...than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice,...SuggestedHourly payFull timePart timeH1bWork at officeHome officeVisa sponsorshipThreadneedle group
Brooklyn, NY4 days ago- ...Ameriprise Financial in Monterey, CA is seeking a client-service oriented professional to support the Ameriprise Advisor Group. The role involves assisting advisors in servicing clients, preparing financial plans, conducting investment research, and processing trades...SuggestedWork at office
Threadneedle group
Brooklyn, NY4 days ago $24.81 - $41.35 per hour
...high quality operational support to Financial Advisors and their clients, as well as other team members. Responsibilities Responsible... ...assigned Financial Advisor(s). Serves as first point of contact to service a high volume of daily interactions, including basic inquiries,...Hourly payFull timeWork experience placementWork at officeLocal areaWork from homeWork visaMonday to FridayFlexible hoursFulton Financial
Brooklyn, NY4 days ago- ...Marsh McLennan Agency in Raleigh, NC is seeking a Client Support Associate on the Business Insurance team to deliver prompt, courteous service to clients and colleagues. You will support the team with processing policy changes, certificates and evidence of property insurance...
NACBA
Brooklyn, NY4 days ago $75k - $90k
...We are a growing, independent Registered Investment Advisor (RIA)... ...focus on financial planning and client relationships, our operational... ...We believe exceptional client service extends beyond conversations... ...finish. As our Client Service Associate, you'll wear two equally...Work experience placementWork at officeRemote workTalentLink Solutions
Brooklyn, NY2 days ago- ...strives for a culture that puts its clients and associates first: a culture where everyone belongs... .... What You'll Be Doing The Client Services Associate (NR) assists one or more Financial... ...information to assist clients; non-registered Client Service Associates may not...Work at office
Stifel Financial
Brooklyn, NY4 days ago - Client Service Associate - Argent Wealth Management Waltham, MA, USA Job Description Posted Tuesday, August 11, 2026 at 5:00 AM Your Future... ...Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). AN EQUAL OPPORTUNITY EMPLOYER:...Permanent employmentWork at officeLocal area
- Alpaca is seeking a Registered Brokerage Client Service Associate to support broker partners and clients in the Pacific Timezone. You will be the first contact for service needs, process operations such as ACATs, and coordinate across internal teams to resolve issues. The...Remote workShift work
- Join our dynamic team as a Client Service Equity Swap Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Equity Swap Associate II within Equity Derivatives and the Prime Financial Services group, you will play a pivotal...
$96k - $127k
...topics. For nearly 20 years, we’ve helped clients access knowledge on demand from experts,... ...person, and hungry to grow fast , our Associate role at Third Bridge could be your next... ...offering a career launchpad . As a Client Services Associate, you’ll develop the commercial...Work experience placementInternshipWorldwideFlexible hoursThird Bridge
Brooklyn, NY5 days ago$16.54 - $22.67 per hour
...with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping... ...achieve their financial goals. Position Summary As a Client Services Associate (part-time), you’ll have the opportunity to build professional...Hourly payPart timeLocal areaShift workTBK Bank, SSB
Brooklyn, NY4 days ago- ...anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan... ...Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for handling...Full timeRemote work
Hellosunshinetravels
Jersey City, NJ4 days ago - ...Overview Connecting clients to markets - and talent to opportunity. With 5,400+ employees... ...and providing world-class products and services to all types of investors.Whether you want... ...and client-focused Client Onboarding Associate to join our Managed Accounts Team. This...Work at officeRelocation
StoneX Group
Brooklyn, NY3 days ago - ...the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Position Summary Responsible...Local areaShift work
TBK Bank, SSB
Brooklyn, NY4 days ago $16.54 - $22.67 per hour
...with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping... ...transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional...Hourly payLocal areaTBK Bank, SSB
Brooklyn, NY4 days ago$29.9k - $41.15k
...Our Company We’re a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...and we are looking for a Client Service Associate to join our operations team! The Client...Full timePart timeWork at officeHome office$35 - $38 per hour
...unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North... .... THE OPPORTUNITY We are seeking an experienced Client Service Associate to join our Commercial Lines team. Our service team plays a vital...Work at officeLocal areaFlexible hours- ...schedule designed to help you balance personal and professional growth. You will be part of a supportive environment that values customer service excellence and strong communication. Join a team where leadership and mentorship are encouraged, and where professional development...Remote jobFlexible hours
- ...Are Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international... ...and training, and legal support services. All services and client partnerships are aided by best-in-breed software platforms, specialized...InternshipLocal area
$16.54 - $22.67 per hour
...with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping... ...transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional...Hourly payLocal area- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
- TBK Bank is hiring a Client Services Associate to drive accurate financial transactions and build strong customer relationships. You will profile customers, offer tailored banking products, and ensure every interaction enhances loyalty and cross-sell potential. The role...Local area
- ...Job Description Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client...
- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
National Black MBA Association
Brooklyn, NY1 day ago - ...Securities. iSAM Securities regulated by the FCA, SFC, and CIMA registered, is a leading algorithmic trading firm and trusted... ...market maker, providing liquidity, technology and prime services to institutional clients and trading venues globally. The firm offers full-...
Isam Securities
Brooklyn, NY2 days ago - ...D.A. Davidson is hiring a Client Associate for their Lincoln, NE branch. This role involves working alongside Financial Professionals to deliver exceptional client service. Ideal candidates are detail-oriented, motivated, and eager to advance in the Financial Services...
Dormont Manufacturing Company
Brooklyn, NY2 days ago - ...KinderHawk facilities located at 9580 Saint Vincent Avenue, Shreveport, LA 71106. Primary Purpose: Kinder Morgan Company is currentlyseeking... ...are committed to providing energy transportation and storage services in a safe, efficient, and environmentally responsible manner...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Registered Client Service Associate (Shreveport, LA). Be the first to apply!
Related searches
- client relationship associate Brooklyn, NY
- client account associate Brooklyn, NY
- registered client associate Brooklyn, NY
- client services associate Brooklyn, NY
- client solutions associate Brooklyn, NY
- client engagement associate Brooklyn, NY
- client success associate Brooklyn, NY
- veterans service officer Brooklyn, NY
- retail service associate Brooklyn, NY
- public service officer Brooklyn, NY