Registered Client Service Associate (Hallandale Beach, FL)
Core
Provides high-touch administrative support to Financial Advisors, managing client onboarding, account maintenance, asset transfers, and portfolio rebalancing.
Role type
Client Service Associate (Financial Services)
Builds
Client accounts, financial reports, and portfolio records for Raymond James Financial Advisors.
Domain
Financial Services / Securities Industry
Deliverable
client delivery
Required skills
Client Relationship Management (CRM) software, Excel, financial markets knowledge, securities industry regulations, trading terminology, account analysis
Preferred skills
Series 7, Series 63, Series 65, Series 66, SIE licenses, 3-6 years securities industry experience
Technologies
Managed account platforms, CRM software, Goal planning software
Responsibilities
Onboard new clients and open accounts, process asset transfers, monitor cash and investment opportunities, prepare financial reports, input orders and rebalance portfolios, assist with marketing events
Seniority
Mid-level, hands-on IC
