Senior Registered Client Service Associate- Coral Gables, FL

33114 Coral Gables, Florida Raymond James Financial, Inc.

Posted 1 day ago

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Job Description

**Job Summary**
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. 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. The ideal candidate will have 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. Come grow with us and see where a career at Raymond James could take you!
**Responsibilities:**
+ Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
+ Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring.
+ Trading of both discretionary and non-discretionary products, model maintenance and performance tracking.
+ Servicing of alternative investments and foreign accounts, including setup and maintenance.
+ May participate in live meetings with the Financial Advisor and their respective client(s).
+ 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.
+ Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
+ Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
+ Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
+ May solicit order from clients at the direction of the Financial Advisor.
+ Receives unsolicited orders from the clients; may enter unsolicited trades at the direction of the Financial Advisor.
+ Assists Financial Advisors with marketing efforts including seminars, mail and other client-facing events.
+ Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
+ Acts as mentor and resource to junior team members; manages team workflow and works towards creating greater team operational efficiencies.
+ Performs other duties and responsibilities as assigned.
**Knowledge of:**
+ Company's working structure, policies, mission, and strategies.
+ Managed account platforms.
+ General office practices, procedures, and methods.
+ Advanced investment concepts, practices and procedures used in the securities industry.
+ Financial markets, products and industry regulations.
+ Trading terminology.
**Skill in:**
+ Client Relationship Management (CRM) software, or similar contact management software.
+ Goal planning software.
+ Excel, including developing spreadsheets as needed and for ongoing reporting.
+ Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
**Ability to:**
+ Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
+ Analyze and research account information. Analyze and research account information.
+ Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
+ 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. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
+ Handle stressful situations and provide a high level of customer service in a calm and professional manner.
+ Analyze problems and establish solutions in a fast paced environment. Handle stressful situations and provide a high level of customer service in a calm and professional manner.
+ Use mathematics sufficient to process account and transaction information.
+ Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
+ Work both independently and as part of a cohesive team.
+ Provide a high level of customer service. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
**Education/Previous Experience**
+ High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
**Licenses/Certifications**
+ 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.
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Senior Registered Client Service Associate- Hallandale Beach, FL

33009 Hallandale Beach, Florida Raymond James Financial, Inc.

Posted 1 day ago

Job Viewed

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Job Description

**Job Summary**
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. 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. The ideal candidate will have 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. Come grow with us and see where a career at Raymond James could take you!
**Responsibilities:**
+ Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
+ Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring.
+ Trading of both discretionary and non-discretionary products, model maintenance and performance tracking.
+ Servicing of alternative investments and foreign accounts, including setup and maintenance.
+ May participate in live meetings with the Financial Advisor and their respective client(s).
+ 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.
+ Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
+ Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
+ Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
+ May solicit order from clients at the direction of the Financial Advisor.
+ Receives unsolicited orders from the clients; may enter unsolicited trades at the direction of the Financial Advisor.
+ Assists Financial Advisors with marketing efforts including seminars, mail and other client-facing events.
+ Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
+ Acts as mentor and resource to junior team members; manages team workflow and works towards creating greater team operational efficiencies.
+ Performs other duties and responsibilities as assigned.
**Knowledge of:**
+ Company's working structure, policies, mission, and strategies.
+ Managed account platforms.
+ General office practices, procedures, and methods.
+ Advanced investment concepts, practices and procedures used in the securities industry.
+ Financial markets, products and industry regulations.
+ Trading terminology.
**Skill in:**
+ Client Relationship Management (CRM) software, or similar contact management software.
+ Goal planning software.
+ Excel, including developing spreadsheets as needed and for ongoing reporting.
+ Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
**Ability to:**
+ Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
+ Analyze and research account information. Analyze and research account information.
+ Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
+ 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. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
+ Handle stressful situations and provide a high level of customer service in a calm and professional manner.
+ Analyze problems and establish solutions in a fast paced environment. Handle stressful situations and provide a high level of customer service in a calm and professional manner.
+ Use mathematics sufficient to process account and transaction information.
+ Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
+ Work both independently and as part of a cohesive team.
+ Provide a high level of customer service. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
**Education/Previous Experience**
+ High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
**Licenses/Certifications**
+ 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.
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Client Service Associate - Dec '25/May '26 Grads

33126 Flagami, Florida ADP

Posted 1 day ago

Job Viewed

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Job Description

ADP is hiring a **Client Service Associate.**
Thanks for clicking! Let us tell you a little more.
+ Are you a customer service superhero who gets a thrill from leaping tall client questions in a single bound? Can you focus on key priorities with your laser vision? (FYI - We only wear capes on Fridays.)
+ Are you great at follow-up and follow-through with your clients to help them work smarter, embrace new challenges, and find solutions?
+ Most importantly, do you love people and thrive in a fast-paced, collaborative environment? (Oh yes, we used the L word and it's that serious.)
Well, then you might be just the person we're looking for!
As **Client Service Associate** , you'll leverage our top-ranked training programs and world-class service guidelines to solve clients' challenges and fuel their business success.
**Does this sound like you?**
+ **Connector and Problem Solver.** You're comfortable working in the heart of your personal command center, communicating on the phone, and multi-tasking to solve problems quickly with satisfying resolutions.
+ **People First** **.** You're a relationship builder who wants to help others, grow friendships, and support
+ **Agile Solution Seeker** **.** You can always find the right answer by anticipation, looking forward, and taking action.
+ **Insatiable Appetite to Learn** **.** You're always learning, growing, questioning, and challenging what's been done before.
**WHAT YOU'LL DO:** _Responsibilities_
**Be the Go-To Person and Trusted Advisor**
+ Serve as a consultant in servicing ADP's products/technologies.
+ Use a breadth of expertise to help ADP's clients. Solve client problems taking a broad perspective to identify solutions.
+ Work to resolve issues and provide solutions.
**Be a Networker and Relationship Builder**
+ Build relationships with clients over the phone and leverage your knowledge of ADP's products and services to provide solutions to issues and questions and help build clients' understanding of our products' value, exceeding clients' expectations in all of your interactions.
+ Provide recommendations to ADP leadership around potential best practices and training on ADP solutions, based on client input or experience.
**Experience you'll need** : _Required Qualifications_
+ At least one year in a customer service environment.
+ Bachelor's Degree or equivalent in education and experience.
+ A strong focus on client satisfaction in a relevant industry or as an HR/HRIS practitioner with systems experience.
**Bonus points for these** : _Preferred Qualifications_
+ Proven ability to produce positive results.
+ Up to one year of professional consulting experience or equivalent experience as a practitioner in a systems-related organization.
+ Strong client relationship-building skills.
+ Must be comfortable working in a performance-based and structured environment while demonstrating high ethical standards.
+ Ability to demonstrate learning agility and critical thinking skills, including sophisticated Human Capital Management areas (HR, Payroll, Tax, etc.) and software-related information in both a classroom and in a hands-on environment.
+ The ability to learn and apply basic concepts in new situations.
+ Initiative to seek out answers, solutions, and positive outcomes for both the client and ADP.
+ Demonstrated organizational skills like the ability to multi-task, set priorities, and follow up promptly.
+ Proficiency in the latest web technologies and working knowledge of various operating systems.
+ The ability to work in a team environment as well as work independently while making sound decisions.
+ Good knowledge of industry tools.
+ Excellent analytical and time management skills.
+ Excellent communication skills both verbal and written.
**YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:**
+ **Make your mark.** We want you to challenge things and are open to fresh ideas.
+ **Bring your passion and fun.** Be yourself in a culture of highly diverse perspectives and insights.
+ **Stay ahead of the curve.** An agile, fast-paced environment means plenty of opportunities to progress.
+ **Become a certified smarty pants.** Ongoing training and development opportunities for even the most insatiable learner.
+ **Be your healthiest.** Best-in-class benefits that start on Day 1, because healthy associates are happy ones.
+ **Get paid to pay it forward.** Company paid time off for volunteering for causes you care about.
If you've made it down this far, we have to ask: _What are you waiting for?_ **Apply now!**
**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.
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