Top 10 Raymond james Jobs in Arlington, Va

Client Service Associate
Raymond James Financial, Inc. —Alexandria, VA
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Equity Research Associate - Washington Policy (Virginia)
Raymond James Financial, Inc. —Arlington, VA
- Overtime
- Writing skills
- Mid-level
- Office
- Paid holidays
- Health insurance
Associate Advisor
Raymond James Financial, Inc. —Arlington, VA
- $90,000 - $120,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Registered Client Service Associate - Washington, D.C.
Raymond James Financial, Inc. —Washington, DC
- $45,000 - $80,000 a year
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
Investment Banking Associate - Defense & Government Services (McLean, VA)
Raymond James Financial, Inc. —McLean, VA
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Health insurance
AMP Financial Advisor Trainee - Vienna, VA
Raymond James Financial, Inc. —Vienna, VA
- Full-time
- Writing skills
- 3 years
- Finance
- Paid holidays
- Health insurance
Registered Client Service Associate- Bethesda, MD
Raymond James Financial, Inc. —Bethesda, MD
- $55,000 - $75,000 a year
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
Sales Development Associate-Bethesda, MD
Raymond James Financial, Inc. —Bethesda, MD
- $35,568 - $120,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Health insurance
Investment Banking VP - Defense & Government Services (McLean, VA)
Raymond James Financial, Inc. —McLean, VA
- Full-time
- Office
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance

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Client Service Associate

Raymond James Financial, Inc. -
Alexandria, VA

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Job Details

Full-time

Benefits

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

Qualifications

Opening bank accounts
Customer records maintenance
Investment advisory support
Financial services customer support
Account maintenance
Financial transaction processing
Phone communication
Spreadsheets
Service scheduling
Filing
Client file management
Research
Mid-level
3 years
Data summary reports
Administrative experience
Meeting scheduling
Managing clients in a customer support role
Client database systems
Math
Records management
Bachelor's degree
Task prioritization
Industry knowledge of financial regulations
Investment account customer support
Desktop applications
Relationship management
Financial services
CRM system proficiency
Productivity software

Full Job Description

Job Description Summary

At Goetzman Nau Financial Partners our collaborative team caters to our clients with a high level of care and specialized support. As our team grows, we are seeking a Client Associate who aligns with our vision and values. Additionally, the ideal candidate has a positive attitude, is organized and is a strong communicator.

Are you ready? Let’s uncover the possibility of working together.

Job Description

Essential Duties and Responsibilities

Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients

Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office

Open new client accounts, process money movement, and research information as needed

Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion

Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor

Create and maintain records and files utilizing Client Relationship Management (CRM) software

Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on 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

Basic investment concepts, practices and procedures used in the securities industry

Financial markets, products and industry regulations

Skill in

Client Relationship Management (CRM) software

Microsoft Office

Effective communication (in-person, virtual, phone and mail)

Ability to

Operate standard office equipment and use 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

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 and professional manner

Use mathematics sufficient to process account and transaction information

Use appropriate interpersonal styles and communicate effectively

Work both independently and as part of a team

Provide a high level of customer service

Education

Bachelor’s degree preferred, or equivalent years of experience in industry

Experience

3+ years of experience in the financial services industry strongly preferred, particularly in administrative and/or customer service roles

Benefits

Medical, Dental, Retirement + Match, PTO

Travel: Not Required

Goetzman Nau Financial Partners 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 a 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

Bachelor’s

Work Experience

General Experience - 3 to 6 years

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

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Refine Your Search

raymond james jobs in arlington, va

Client Service Associate

Equity Research Associate - Washington Policy (Virginia)

Associate Advisor

Registered Client Service Associate - Washington, D.C.

Investment Banking Associate - Defense & Government Services (McLean, VA)

AMP Financial Advisor Trainee - Vienna, VA

Registered Client Service Associate- Bethesda, MD

Sales Development Associate-Bethesda, MD

Investment Banking VP - Defense & Government Services (McLean, VA)

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