Top 9441 Member experience associate Jobs in New York Ny

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
CHB Operations Associate
Maersk —New York, NY
- $56,000 - $60,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health insurance
- Paid time off
Apparal Production Assistant/Associate Coordinator
REFLEX PERFORMANCE RESOURCES INC —New York, NY
- $50,000 - $70,000 a year
- 8 hour shift
- Microsoft Excel
- ERP systems
- English
- Health insurance
- Dental insurance
Quick Apply
Assistant Director of High School Admissions
The College of Westchester —White Plains, NY
- $80,000 - $90,000 a year
- Full-time
- High school
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
12d
Member Relations Director
Confluence Philanthropy —Manhattan, NY
- $104,000 - $114,000 a year
- Email
- Hybrid work
- Research
- Mid-level
- Office
Quick Apply
“Seasonal Retail Sales Associate (Brick Specialist)– Fifth Avenue, NYC”
LEGO —New York, NY
- $19.81 - $20.81 an hour
- Part-time
- Background check
- Merchandising
- Pass drug screening
- Disability insurance
- Family leave
Retail Sales Associate (Brick Specialist) The Westchester
LEGO —New York, NY
- $19.50 - $20.50 an hour
- Part-time
- Background check
- Merchandising
- Pass drug screening
- Disability insurance
- Family leave
Part-Time Sales Associate (Brick Specialist) - New York, NY
LEGO —New York, NY
- $18.39 - $20.50 an hour
- Part-time
- Background check
- Merchandising
- Pass drug screening
- Disability insurance
- Family leave
4d
Campus Store Team Member (Temporary) @ Columbia University Bookstore
Barnes & Noble Education, Inc. —New York, NY
- $17 an hour
- Temporary
- Basic math
- Sanitation
- University
- COVID-19 protective measures
- Commuter assistance
16h
Seasonal Uniqlo Retail Associate - SOHO
UNIQLO —New York, NY
- From $18.50 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Ability to stand for extended periods
- Opportunities for advancement
Operations Associate
Strategies for Wealth —New York, NY
- From $65,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Commuter assistance
- Health insurance
Quick Apply
Retail Sales - Fine Wine & Spirits Sales Professional
Confidential —New York, NY
- $18 - $26 an hour
- Weekends as needed
- Spanish
- Maintenance
- High school diploma or GED
- Paid time off
- Flexible schedule
Quick Apply
Associate, Membership
The Managed Funds Association —New York, NY
- $80,000 - $90,000 a year
- Hybrid work
- Microsoft Excel
- Research
- Mid-level
- Paid holidays
- Disability insurance
Communications Associate
New York City Council —New York, NY
- $65,000 - $75,000 a year
- Weekends as needed
- Background check
- Mid-level
- Office
- Paid training
- Paid holidays
Quick Apply
4h
Associate Director, People & Culture
CASES —New York, NY
- $95,000 - $100,000 a year
- Full-time
- Hybrid work
- 6 years
- Office
- Bachelor's degree
Quick Apply
10d
Retail Sales Associate
Saatva —New York, NY
- $21 an hour
- Weekends as needed
- 1 year
- Communication skills
- Entry level
- Commuter assistance
- Health savings account
Quick Apply
Citizen Watch Company, 5th Avenue Flagship - Full-Time Keyholder
Citizen Watch America —New York, NY
- $18 - $20 an hour
- Weekends as needed
- Merchandising
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Accounts Receivable Associate
Monsieur Touton Selection, LTD. —New York, NY
- $54,000 - $55,000 a year
- Full-time
- Background check
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
5d
Stockroom Associate II
Coach —New York, NY
- $15.00 - $21.75 an hour
- Part-time
- English
- Ability to lift 50 pounds
- Organizational skills
- Commuter assistance
- Paid parental leave
Theater Service Associate (West Side YMCA)
West Side YMCA —Manhattan, NY
- $18 - $22 an hour
- Part-time
- High school diploma or GED
- In-person
- Entry level
- Health insurance
- Paid time off

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Senior Registered Client Service Associate - New York, NY

Raymond James Financial, Inc. -
New York, NY

Apply Now

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

Apply Now

Refine Your Search

member experience associate jobs in new york ny

Senior Registered Client Service Associate - New York, NY

CHB Operations Associate

Apparal Production Assistant/Associate Coordinator

Assistant Director of High School Admissions

Member Relations Director

“Seasonal Retail Sales Associate (Brick Specialist)– Fifth Avenue, NYC”

Retail Sales Associate (Brick Specialist) The Westchester

Part-Time Sales Associate (Brick Specialist) - New York, NY

Campus Store Team Member (Temporary) @ Columbia University Bookstore

Seasonal Uniqlo Retail Associate - SOHO

Operations Associate

Retail Sales - Fine Wine & Spirits Sales Professional

Associate, Membership

Communications Associate

Associate Director, People & Culture

Retail Sales Associate

Citizen Watch Company, 5th Avenue Flagship - Full-Time Keyholder

Accounts Receivable Associate

Stockroom Associate II

Theater Service Associate (West Side YMCA)

I want to receive the latest job alert for member experience associate in new york ny

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