Senior Registered Virtual Client Service Associate

Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates 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. Under general supervision, uses specialized skills gained through training and experience to provide proactive, virtual support to financial advisors. Provide efficient, high quality client service, account maintenance, and administrative support to advisors within the scope of the program. Follows established standard operating procedures to perform tasks, projects, and assist clients. Receives general guidance and direction to perform other work with substantial variety and complexity requiring decision making responsibility.

Responsibilities

Communicates with assigned advisors proactively on a daily basis; Manages client account maintenance activities including opening/maintaining accounts, submitting forms, money movement, monitoring transactions and transfers; Delivers client support including client meeting preparation, running reports, meeting follow up, and special outreach projects; Provides high caliber service to clients by responding to inquiries and requests promptly; Researches complex client situations, communicates with home office departments to seek timely resolution; Participates in ongoing training and education; Coordinates/oversees the transition process for new client transition of accounts; Assists with prospective clients, provides consultation and education regarding the Raymond James and Associates platform; Performs other duties as assigned

Requirements

Effective communication skills across multiple platforms (phone, email, in-person, virtual); 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; Specialized skills gained through training and experience; Knowledge of company's working structure, policies, mission, and strategies; General office practices, procedures, and methods; Financial industry experience; Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels; Work independently; Provide a high level of customer service; Proficient use of Microsoft program suite, with advanced Excel knowledge; Able to analyze account information; Help drive utilization/adoption to key tools and resources; Associate's degree and five (5) years of licensed financial services industry service experience, or equivalent combination of experience, education, and/or training 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

Nice to have

Branch experience

Benefits

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