Registered Client Service Associate - Boston, MA
$45k - $85kRaymond James Financial, Inc.
- # Registered Client Service Associate - Boston, MAApply: MA - Boston - 1 International Pl: Full time: Posted Today: R-0012954**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 - 13 months to 3 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)**Salary Range**$45,000.00-$85,000.00**Travel**Less than 25%**Workstyle**HybridThe 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.comAt 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.#LI-AM2
- J-18808-Ljbffr Raymond James Financial, Inc.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Registered Client Service Associate - Boston, MA in Brooklyn, NY vacancy
- ...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Registered Client Service Associate Active - Regular full-time Exempt 2810 Johnston, Lafayette, LA, US 1 Attachments 8 days ago Requisition ID: 2742...SuggestedFull timeWork at office
999ktdy.com
Brooklyn, NY5 days ago - ...Company We’re a diversified financial services leader with more than $1.5 trillion... ..., small business and institutional clients. We are a longstanding leader in financial... ...ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
Threadneedle group
Brooklyn, NY4 days ago - Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with...SuggestedWork at officeImmediate start
$500 per month
Careers / Alpaca / Registered Brokerage Client Service Associate - Pacific Timezone Registered Brokerage Client Service Associate - Pacific Timezone Posted 1 day ago Your Role: This is an opportunity to join a Fintech firm specializing in many facets of the broker-dealer...SuggestedRemote workHome office- ...Client Service Delivery Associate II 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...Suggested
- ...Client Services Associate Jersey City, New Jersey, United States About the Job Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support...Full timeRemote work
- Hightower is seeking a Client Service Associate for White Pine Wealth Management in Portland, ME. You will deliver a white-glove client experience, coordinating with advisors and the service team while handling sensitive financial information with utmost confidentiality...
$55k - $60k
Roundabout Theatre Company, the nation’s largest not-for-profit theatre, seeks a Client Services Associate. Reporting to the Senior Manager for Client Services, the Client Services Associate will facilitate and support event and database-related work within Roundabout's...Full timeLive inWork at officeRemote work$53.74k - $88.29k
...Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers... ..., and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Senior Client Service Associate will be responsible for...Work at officeFlexible hours- ...professionals. Through our unparalleled list of services, incomparable customer support, and... ...Stack’s Bowers Galleries provides every client the opportunity to achieve their... ...environment? We’re looking for a Client Services Associate to join our growing team and be the...Full timeWork at officeFlexible hours
- Fisher Investments in Tampa, Florida is seeking a Client Service Associate to build relationships with high-net-worth clients and guide them through their financial futures. You will coordinate requests with portfolio management, sales, and service teams, while maintaining...Work at officeWork from home
- Client Services - Client Success Associate, ADR Baton Rouge, LA, USA • Veritext, 721 Government Street, Baton Rouge, Louisiana, United States of America Job Description At Veritext, we focus on the details - so legal teams can focus on the case. About the role: Providing...Temporary workSummer workWork at officeLocal areaRemote work
- ...Fortress manages assets on behalf of over 2,000+ institutional clients and private investors worldwide across a range of credit and... ...New York and our affiliate offices around the globe. Client Service Associate New York, NY Responsibilities Responding to daily investor inquiries...Permanent employmentLocal areaWorldwide
$16.54 - $22.67 per hour
## Client Services AssociateApply: Pueblo, CO: Full time: Posted Today: REQ-5085**Join TBK Bank!**At TBK Bank, a subsidiary of Triumph, we... ...transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional...Hourly payFull timeLocal area$53.74k - $88.29k
## Client Service AssociateApply: Berwyn, PA: Full time: Posted 2 Days Ago: R-104021**Job Description**Bryn Mawr Trust, a WSFS Company, provides... ...through multiple integrated businesses.The Client Service Associate supports the Retirement Plan Services team in delivering...Full timeWork at officeFlexible 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
- ...Jersey City, NJ | Full-Time About the Role We’re looking for a personable and organized Client Services Associate to support client relationships, account activity, and day-to-day communication. In this role, you’ll work directly with clients to understand their...Full time
FF Inc
Jersey City, NJ4 days ago $80k - $100k
Client Services Associate / Specialist Luxury Travel Industry Experience REQUIRED (ideally Private Aviation experience) Location: New York, NY (local candidates only please) On-site position Monday through Friday 9:00am to 5:00pm WITH THE ABILITY TO BE REACHED / BE ON CALL...Work at officeLocal areaMonday to Friday- ...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
- ...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
- Be the operational backbone of the firm: keep onboarding, account servicing, and client experience running flawlessly. As a Client Services Associate you will run the workflows that turn great advice into a great client experience: account opening, money movement, custodian...2 days per week
- ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...timeframe if being hired into a registered job code.** Possesses advanced industry...Seasonal workWork at officeWork from homeShift workDay shift
- ...Silvercrest Asset Management Group LLC in Richmond, VA seeks a detail-oriented professional to support portfolio management and client service. You will assist with account openings, transfers, and ongoing client communications, interfacing with custodians and external...
Silvercrest Asset Management Group
Brooklyn, NY5 days ago $76k - $135k
Securities Services - Alternative Fund Services - Associate Job Information Job Identification: 210565069 Job Category... ...10/10/2024, 04:02 am Locations: Boston, MA, United States; New York, NY,... ...administration services to more than 150 clients across all alternative asset...Full timeWork at officeShift work- Careers at The First National Bank in Sioux Falls As a Client Experience Associate, you will support the delivery of Wealth Management services to ensure client satisfaction, retention, and compliance with all policies and procedures governing fiduciary relationships....Temporary workWork at office
- ...financial guidance and a highly personalized client experience. Small yet mighty, we work... ...to grow, we are seeking a Client Service Advisor who understands the needs of the... ...an RJFS independent branch and all RJFS associates at this branch are independent contractors...For contractorsWork experience placementWork at office
- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...a Private Client Investment Associate in J.P. Morgan Wealth... ...condition of employmentIf you were registered after October 1, 2018 you must...
- Client Support Associate Hospital Success · Remote (US) · Full-time · Reports to Director of Hospital Success About Nest Nest builds care plan... ...requirements You have 1 or more years in customer support or client services You write clearly and patiently, including when the person...Full timeRemote work
$57k
...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... ...with confidence. As the Client Support Associate, you'll shadow client appointments, learn...Full timePart timeH1bWork at officeImmediate startWork from homeVisa sponsorship1 day per week$55.8k - $65k
...distributor of specialty insurance products and services. Our experienced brokers are specialized... ...our superior execution on behalf of our clients, which has established us as a leader in... .... Position Summary The Client Support Associate is responsible for assisting clients by...Full timeWork experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Registered Client Service Associate - Boston, MA. Be the first to apply!
Related searches
- client success associate Brooklyn, NY
- client account associate Brooklyn, NY
- registered client associate Brooklyn, NY
- client solutions associate Brooklyn, NY
- client engagement associate Brooklyn, NY
- client relationship associate Brooklyn, NY
- client services associate Brooklyn, NY
- veterans service officer Brooklyn, NY
- community services specialist Brooklyn, NY
- facility service associate Brooklyn, NY