Top 1468 Client relationship associate Jobs

Registered Client Associate
Raymond James Financial, Inc. —Scottsdale, AZ
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
12d
Client Service Associate (Hybrid Work Option)
Wealth Enhancement Group —Albuquerque, NM
- $42,500 - $63,750 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Entry Level Associate (Arabic Required)
Blueprint Zenith —Plano, TX
- $1,000 - $1,600 a week
- Full-time
- Background check
- English
- Organizational skills
Quick Apply
Customer Relationship Manager/Associate Agency Representative (Wayne, PA)
Apogee Insurance Group —Wayne, PA
- Office
- Bachelor's degree
- 1 year
- Food provided
Quick Apply
Part-Time Client Service Associate
Raymond James Financial, Inc. —Altoona, PA
- 8 hour shift
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Registered Client Service Associate
Wilcox Financial / Wilcox Sports Management —Toledo, OH
- Full-time
- Background check
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
8d
Client Service Associate
Foundations Wealth Partners | Raymond James —West Union, IA
- $41,000 - $56,000 a year
- Full-time
- Background check
- Business development experience
- In-person
- Paid time off
- Parental leave
Quick Apply
1d
Senior Registered Client Service Associate - New York, NY
Raymond James Financial, Inc. —New York, NY
- $55,000 - $96,000 a year
- Full-time
- High school
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
5d
Client Services Associate
Lofy Group Wealth Management —Phoenix, AZ
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Senior Client Service Associate
R. Kent Harris & Associates, LTD —Englewood, CO
- $69,798 - $90,614 a year
- Full-time
- Microsoft PowerPoint
- Microsoft Excel
- Microsoft Outlook
- Health insurance
Quick Apply
Customer Success Associate
Advantek Americas, LLC. —Eau Claire, WI
- $45,000 - $60,000 a year
- Full-time
- Marketing
- ERP systems
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
5d
Customer Service Associate
SettlementOne Valuations, a division of PropertyRate,LLC —Orange, CA
- $18.50 - $21.00 an hour
- 8 hour shift
- Hybrid work
- Background check
- Google Workspace
- Computer literacy
- Paid holidays
- Health insurance
Quick Apply
Client Services Associate
Bouchey Financial Group —Saratoga Springs, NY
- $50,000 - $60,000 a year
- Full-time
- CRM software
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
6d
Customer Service Inside Application Sales Associate
SRGI —Raynham, MA
- $55,000 - $75,000 a year
- Full-time
- English
- Mid-level
- In-person
- Disability insurance
- Health insurance
Quick Apply
Bilingual Customer Associate
Top Marketing Inc —Levelland, TX
- $55,000 - $62,000 a year
- Full-time
- Background check
- Spanish
- English
- Employee discount
Quick Apply
13d
Sales Associate
K2 Stoneworks, LLC —Saginaw, MI
- $25 - $30 an hour
- Full-time
- Customer service
- Mid-level
- Residential
Quick Apply
12d
Senior Inside Sales Associate, Matterport - Arlington, VA
CoStar Group —Arlington, VA
- $70,000 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
- Employee stock purchase plan
- Health insurance
Pharmacy Customer Care Associate
Grane Rx —Pittsburgh, PA
- Full-time
- Word processing
- English
- High school diploma or GED
10d
Wealth Management Client Associate
Edwards Asset Management —Fort Lauderdale, FL
- $65,000 - $85,000 a year
- Full-time
- Background check
- Spanish
- Microsoft Excel
- Health savings account
- Health insurance
Quick Apply
Junior Sales Associate
Winton Manufacturing —Leavenworth, WA
- $24.50 - $28.50 an hour
- Full-time
- Background check
- Spanish
- Microsoft Outlook
- Mileage reimbursement
- Health savings account
Quick Apply

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Registered Client Associate

Raymond James Financial, Inc. -
Scottsdale, AZ

Apply Now

Job Details

Full-time
12 days ago

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Research

Full Job Description

Job Description Summary

Our team is driven by a personal approach to wealth management for each client. As our team grows, we are seeking a Registered Client Associate who shares our long-term vision and values.

The ideal candidate is strong in administration, detail-oriented, and is proficient in following standard operating procedures. Experience in financial plan data entry and prep is a plus!

You deserve to work with the best, and you can expect it at Key Wealth. Read on and apply below.

Job Description

Essential Duties and Responsibilities

Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings.

Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
Open new client accounts, process money movement, and research information as needed

Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
Collects and enters data into financial plans

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.

Knowledge, Skills, and Abilities

Knowledge of

Company’s working structure, policies, mission, and strategies.

General office practices, procedures, and methods.
Financial planning software

Skill in

Client Relationship Management (CRM) software, or similar contact management software.

Microsoft Office 365 applications

Effective communication across multiple client platforms (in-person, virtual, phone and mail)

Ability to

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.

Provide a high level of customer service in a calm, professional manner.

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.

Licenses/ 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

Key Wealth Management and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Education

Work Experience

Certifications

Travel

Less than 25%

Workstyle

Resident

The 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 firm

At 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-LS1

Apply Now

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