New York, New York, United States · On-site
$80k–$96k/yr
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 Assoc…
Skills: Client Relationship Management (CRM), Goal Planning Software, Microsoft Excel, Financial Trading, Account Onboarding
New York, New York, United States · Hybrid
$100k–$106k/yr
About Invesco As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management…
Skills: Data Collection, Data Analysis, MS Excel, SQL, Power BI
New York, New York, United States · On-site
$88k–$132k/yr
Position Summary The Senior Analyst, Co-Brand Marketing is responsible for managing campaigns and marketing initiatives for the U.S. and LACAR JetBlue Credit Card programs with the goal of acquiring new and qualified car…
Skills: Co-Brand Marketing, Loyalty Program Management, Campaign Management, Media Planning, Performance Marketing
New York, New York, United States · On-site
$175k–$300k/yr
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of …
Skills: Institutional Sales, Relationship Management, Fundraising, Asset Management, Private Markets
New York, New York, United States · Hybrid
Mission Neko is redefining what prevention means, from treating illness when it arrives, to sustaining health before it's ever at risk. Our mission: make data-driven, preventative care accessible to more people, before s…
Skills: Cost Management, Construction Estimating, Preconstruction Management, Commercial Governance, Procurement
New York, New York, United States · On-site
Job Description FX eTrading Senior Developer, RBC Capital Markets, LLC, New York, NY: Develop and enhance the FX business high volume, low latency automated pricing and trading systems using Java (and low latency technol…
Skills: Java, Low Latency Technologies, Multithreading, Messaging Systems, Application Architecture
New York, New York, United States · On-site
$60k–$115k/yr
Work Location: New York, New York, United States of America Hours: 40 Line of Business: TD Securities Pay Detail: $60,000 - $115,000 USD TD is committed to providing fair and equitable compensation opportunities to all c…
Skills: Options Clearing, Trade Break Reconciliation, Equities Clearing, Broadridge, OCC Encore
New York, New York, United States · On-site
Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll wor…
Skills: Vendor Verification, Expense Report Review, Fraud Detection, Concur T&E, Workday Finance
New York, New York, United States · On-site
$190k–$250k/yr
RenaissanceRe is a leading writer of Property & Casualty Reinsurance. For over 25 years, we have helped customers and communities recover and build resilience through our industry-leading ability to understand risk, sour…
Skills: Underwriting, Reinsurance Risk Analysis, Portfolio Management, Property Modeling, Pricing Tools
New York, New York, United States · Remote OK
$54k–$103k/yr
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring …
Skills: Underwriting, Risk Assessment, Financial Analysis, Competitive Analysis, Relationship Building
New York, New York, United States · On-site
$26/hr–$32/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Active Listening, Business Acumen, Customer Focus, Oral Communications, Problem Solving
New York, New York, United States · On-site
$75k–$125k/yr
POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service …
Skills: Client Service, Financial Planning, Digital Marketing, Portfolio Management, Interpersonal Skills
New York, New York, United States · On-site
$52k–$55k/yr
part Time Branch Ambassador, Cypress Hills Welcome to the future of banking. At Capital One, we believe your bank should be as mobile, intuitive, and human as the rest of your life. We are reimagining the way people inte…
Skills: Cash Handling, Customer Service, Digital Banking Education, Hospitality, Compliance
Mount Sinai Health SystemsNew York, New York, United States · On-site
$66k–$75k/yr
Description The Supervisor III is Responsible for training, supervising, and evaluating administrative and other subordinate staff as applicable. Assists director in the creation of reports and projects as assigned. Resp…
Skills: Staff Supervision, Office Management, Billing, Payroll, Human Resources
New York, New York, United States · On-site
$33/hr–$35/hr
Job DetailsJob Location: Brooklyn Navy Yard - Brooklyn, NY 11205Position Type: SeasonalSalary Range: $33.00 - $35.00 HourlyJob Title: Collections Specialist (Temporary Employment) Employment Status: Non- Exempt Departmen…
Skills: Commercial billing, Collections, Accounts receivable, Cash management, Account reconciliation
New York, New York, United States · On-site
$189k–$206k/yr
Title: Assistant Director, Compensation Location: Midtown Org Unit: Compensation Work Days: Weekly Hours: 35.00 Exemption Status: Exempt Salary Range: $189,100.00 - $205,700.00 *As required under NYC Human Rights Law Int…
Skills: Compensation management, Job evaluation, Market pricing, Salary administration, Fair Labor Standards Act
Mount Sinai Health SystemsNew York, New York, United States · Hybrid
$88k–$132k/yr
Description This is a 100% remote position - requires 1 day onsite a year at 150 E 42nd Street, New York, NY location The Data Science Analyst II serves as a senior member of the Pharmacy Analytics team, advancing Mount …
Skills: SQL, Tableau, Excel, Data Analysis, Pharmacy Analytics
New York, New York, United States · Remote OK
$100k–$200k/yr
About Vantage Vantage is the FinOps platform built for modern engineering teams, trusted by thousands of organizations including Block, FanDuel, Decagon, Temporal, and CircleCI, to manage and optimize infrastructure cost…
Skills: B2B SaaS Sales, Consultative Discovery, Pipeline Management, Closing, Full Sales Cycle Management
New York, New York, United States · On-site
$72k–$90k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Coaching, Customer Service Management, Customer and Client Focus, Performance Management, Talent Development
New York, New York, United States · On-site
$72k–$90k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Coaching, Customer Service Management, Customer And Client Focus, Performance Management, Talent Development
New York, New York, United States • On-site
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Provides high-touch administrative support to Financial Advisors and clients, managing onboarding, trading, and account maintenance. Acts as a primary point of contact for client inquiries and mentors junior team members to improve operational efficiency.
Requires a high school diploma and at least five years of financial services experience. Must hold SIE and Series 7 certifications, with Series 63, 65, or 66 as required by state law.
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!
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.
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.
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)
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.
Fluent in Hebrew a plus
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.
Due to pay transparency, our roles auto-populate with Federal minimums. However, the office has determined the appropriate range for this position to be $80,000.00 to $96,000.00 base salary.”
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. This position is eligible for a benefits package that may include 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); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• 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
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AM2Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Offices: 880 Carillon Parkway, St. Petersburg, Florida 33716, US
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