Top 4749 Client services associate Jobs

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 Service Associate
Atlantic Wealth Advisors —Glastonbury, CT
- From $65,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Excel
- Profit sharing
- Health insurance
Quick Apply
Client Services Representative
RTC —Rolling Meadows, IL
- Full-time
- Hybrid work
- Microsoft Word
- 18 years or older
- Microsoft Excel
- Commuter assistance
- Paid parental leave
Client Portal Project Management Associate (Contract)
HighTower Advisors —Chicago, IL
- Up to $50 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
Quick Apply
Client Service Associate - Financial Services
YTS Wealth Management, LLC —Tysons, VA
- $60,000 - $65,000 a year
- Weekends as needed
- Background check
- Customer service
- Pass drug screening
- Travel reimbursement
- Paid holidays
Quick Apply
Client Success Associate
The Human Reach —Remote
- $0 a year
- Full-time
- Remote
- English
- 1 year
- Leadership
- Health insurance
- Dental insurance
Quick Apply
Client Success Associate (PST Hours)
Lighthouse Document Technologies Inc —Remote
- $92,000 - $108,000 a year
- Weekends as needed
- Remote
- Sales
- Research
- Office
- AD&D insurance
- Disability insurance
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Client Associate
Zylux Consulting —Remote
- $55,000 - $70,000 a year
- Full-time
- Remote
- No experience needed
- Entry level
- Under 1 year
- Flexible schedule
Quick Apply
1d
Client Associate
TECHMIND RPO —Remote
- $55,000 - $70,000 a year
- Full-time
- Remote
- No experience needed
- Entry level
- Under 1 year
- Flexible schedule
Quick Apply
20h
Senior Associate Client Success Specialist
NTT Global Data Centers —Remote
- $81,400 - $110,100 a year
- Weekends as needed
- Remote
- Mid-level
- 3 years
- Bachelor's degree
- Disability insurance
- Health insurance
Client Support Coordinator
The Hilb Group —Remote
- $22 an hour
- Overtime
- Remote
- Microsoft Excel
- Administrative experience
- Analysis skills
- 401(k)
- Paid time off
Associate Consultant, Client Services
C Space —Remote
- $50,000 - $55,000 a year
- Full-time
- Mid-level
- Analysis skills
- Travel
- Paid parental leave
- Paid holidays
Quick Apply
12d
Client Support Team Lead
Intellipet —Remote
- $40,000 - $45,000 a year
- Weekends as needed
- Remote
- Mid-level
- High school diploma or GED
- 1 year
- Disability insurance
- Health insurance
11d
Remote Client Service Associate - Wealth Management (RIA/Broker-Dealer)
Reshape Wealth —Remote
- $80,000 - $105,000 a year
- Full-time
- Remote
- Mid-level
- 2 years
- Paid holidays
- Health insurance
Quick Apply
Senior Associate - Client Analytics Services
Veeva Systems —Remote
- $95,000 - $120,000 a year
- Full-time
- Remote
- Mid-level
- Product management
- Travel
- Paid holidays
- Health insurance
Client Resolution Coordinator
Oakmont Tax Relief —Remote
- $24.59 - $29.61 an hour
- Temporary
- Remote
- Google Workspace
- Finance
- Administrative experience
- Health insurance
- 401(k)
Quick Apply
4d
Retirement Client Associate
Leading Retirement Solutions —Remote
- $55,000 - $70,000 a year
- Full-time
- Remote
- Microsoft Outlook
- Word processing
- Bachelor's degree
- Health savings account
- AD&D insurance
Quick Apply
13d
Senior Client Service Associate
Marsh McLennan Agency —New York, NY
- $64,700 - $120,400 a year
- Full-time
- Hybrid work
- Mid-level
- Health insurance
- 401(k)
Client Service Supervisor
Help at Home —Remote
- $20 - $22 an hour
- Full-time
- Remote
- 18 years or older
- Computer literacy
- HIPAA
- Paid holidays
- Health insurance
12d
Client Success Associate - SaaS Software
TEXO —Remote
- $45,000 - $50,000 a year
- Full-time
- Remote
- Bachelor's degree
- Travel
- Organizational skills
Quick Apply

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Senior Registered Client Service Associate - New York, NY

Raymond James Financial, Inc. -
New York, NY

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Job Details

Full-time
$55,000 - $96,000 a year
5 days ago

Benefits

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

Qualifications

High school diploma or GED
Series 7
Securities Industry Essentials

Full Job Description

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.
Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring.
Trading of both discretionary and non-discretionary products, model maintenance and performance tracking.
Servicing of alternative investments and foreign accounts, including setup and maintenance.
May participate in live meetings with the Financial Advisor and their respective client(s).
Manages budgeting and tracking of Financial Advisor expenses.
Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team’s performance.
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.
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
May solicit order from clients at the direction of the Financial Advisor.
Receives unsolicited orders from the clients; may enter unsolicited trades at the direction of the Financial Advisor.
Assists Financial Advisors with marketing efforts including seminars, mail 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.
Acts as mentor and resource to junior team members; manages team workflow and works towards creating greater team operational efficiencies.
Performs other duties and responsibilities as assigned.

Knowledge of:

Company’s working structure, policies, mission, and strategies.
Managed account platforms.
General office practices, procedures, and methods.
Advanced investment concepts, practices and procedures used in the securities industry.
Financial markets, products and industry regulations.
Trading terminology.

Skill in:

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)

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. 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. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
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. Handle stressful situations and provide a high level of customer service in a calm and 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. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.

Language Skills:

Fluent in Hebrew a plus

Education/Previous Experience

High School Diploma or equivalent and five (5) years of financial services industry service experience, 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.
Ability to obtain additional securities and advisory state registrations if required by state.

Due to pay transparency, our roles auto-populate with Federal minimums. However, the office has determined the appropriate range for this position to be $80,000.00 to $96,000.00 base salary.”

Education

High School (HS) (Required)

Work Experience

General Experience - 3 to 6 years

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)

Salary Range

$55,000.00-$96,000.00

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-AM2

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