Raymond James

Registered Client Service Associate (San Antonio, TX)

San Antonio, Texas - United States, USA

Sponsorship not specifiedDetected 2 days ago

CRMExcelCustomer SupportResearchCommunication

About the role

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.

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.

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.

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.

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.

This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.