Registered Client Associate

Job Summary Our team is driven by a personal approach to wealth management for each client. We are seeking a Registered Client Associate who shares our long‑term vision and values. Key Responsibilities Daily interactions with clients – basic inquiries, account information, scheduling of meetings via phone, in‑person, virtual, and mailings. Provide crucial support to financial advisors and branch office independently and as part of a team. Open new client accounts, process money movements, and research information as needed. Create and maintain records using Client Relationship Management (CRM) software. Collect and enter data into financial plans. Participate in training, cross‑training, and professional development to stay current on firm and industry policies. Perform additional duties as assigned. Knowledge, Skills, and Abilities Know the company’s structure, policies, mission, and strategies. General office practices, procedures, and methods. Financial planning software. CRM or similar contact management software. Microsoft Office 365 applications. Effective communication across multiple client platforms. Operate office equipment and software for correspondence, reports, spreadsheets, and databases. Analyze and research account information. Organize, manage, and track multiple tasks with changing priorities. Identify time‑sensitive items and assess competing priorities. Take initiative to follow up and resolve errors or concerns. Provide high level customer service in a calm, professional manner. Use mathematics sufficient to process account and transaction information. Communicate effectively orally and in writing at all organizational levels. Work independently and as part of a cohesive team. Licenses and Certifications SIE, Series 7, 63, or equivalent. Experience 3+ years of industry experience. Workstyle Onsite. Travel None required. Benefits Medical, retirement + match, life insurance, PTO + market holidays. EEO Statement 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