Raymond James
Senior Registered Client Service Associate - New York, NY
New York, New York - United States, USA · Senior
Sponsorship not specified$80k-$96kDetected 2 days ago
CRMBudgetingExcelCustomer SupportResearchCommunication
About the role
- Come grow with us and see where a career at Raymond James could take you!
Responsibilities
- Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring.
- 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.
- Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
Requirements
- Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Skills
- Fluent in Hebrew a plus
- 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.
- Education/Previous Experience
- Licenses/Certifications
- 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."
- High School (HS) (Required)
- Work Experience
- General Experience - 3 to 6 years
Compensation
- $55,000.00-$96,000.00
Benefits
- 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.
Company info
- 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
- Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
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This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.