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Senior Registered Virtual Client Service Associate
Raymond JamesSupports financial advisors at Raymond James by providing virtual client service and administrative support. Facilitates client account maintenance and enhances the client experience through effective communication.
ATS Keywords
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Hard Skills
client account maintenanceclient supportreport generationconsultationeducationtransition process management
Soft Skills
communicationproactive supportproblem-solvingcustomer serviceteam collaboration
Tools & Technologies
Raymond James and Associates platform
Certifications & Qualifications
Associate’s degreeSIESeries 7Series 63Series 65Series 66
Industry Keywords
financial servicesbranch experienceclient inquiriesprospective clientslicensed financial advisor
About the role
Key responsibilities & impact- Supports Financial advisors and their prospective and existing clients and other branch staff team members
- Communicates with assigned advisors proactively on a daily basis
- Manages client account maintenance activities
- Delivers client support including meeting preparation, running reports, and special outreach projects
- Provides high caliber service to clients by responding to inquiries and requests promptly
- Researches complex client situations and communicates with home office departments for timely resolutions
- Assists with prospective clients providing consultation and education regarding the Raymond James and Associates platform
- Coordinates /oversees the transition process for new client transition of accounts
Requirements
What you’ll need- Associate’s degree and five (5) years of licensed financial services industry service experience
- Branch experience preferred ~or~ An equivalent combination of experience, education, and/or training as approved by Human Resources
- 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
Benefits
Comp & perks- 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)
- parental leave