Raymond James
Registered Client Service Associate - Washington, D.C.
DC - Washington - 1899 Pennsylvania Ave NW Ste 1000, USA
Sponsorship not specified$55k-$80kDetected 1 day ago
CRMExcelCustomer SupportResearchCommunication
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odds of building a lasting career here
33Risky
Cap-exempt (no lottery)0
Sponsors this role65
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70
Thin sponsorship signal and lottery-bound (~15% per draw). A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
Lottery odds assume a STEM candidate.
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About the role
- Come grow with us and see where a career at Raymond James could take you!
Responsibilities
- Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
- Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
- Performs other duties and responsibilities as assigned.
- 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.
Requirements
- High School (HS) (Required)
Skills
- Company's working structure, policies, mission, and strategies.
- Managed account platforms.
- General office practices, procedures, and methods.
- Investment concepts, practices and procedures used in the securities industry.
- Financial markets, products and industry regulations.
- Trading terminology.
- Client Relationship Management (CRM) software, or similar contact management software.
- Goal planning software.
- Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
- Analyze and research account information.
- 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.
Compensation
- $55,000.00-$80,000.00
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.
- Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
Company info
- 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.