Registered Client Service Associate (Houston, TX)

Raymond James
Houston, Texas, United States
Full Time
On Site
Junior
0+
High School
Finance & Accounting Financial Services Insurance

Posted 4 months ago

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Excellent 4.7

Job summary

The role supports Financial Advisors by providing administrative assistance, managing client interactions across various platforms, onboarding clients, processing transactions, preparing financial reports, and maintaining client records in a fast-paced environment. Strong communication, organization, and proficiency in CRM and Excel are essential, along with relevant securities industry licenses.

Responsibilities

Provides critical administrative support to financial advisors and clients, serving as the primary point of contact for inquiries and meeting scheduling. Manages client onboarding, account documentation, asset transfers, and portfolio rebalancing while maintaining CRM records.

Qualifications

Account Management Communication CRM Software Customer Service Excel Financial Markets Investment Concepts Organization Problem Solving Research Skills

Requires a high school diploma and a minimum of 7-12 months of general experience, preferably in the securities industry. Must hold SIE and Series 7 certifications, with Series 63, 65, or 66 as required by state law.

English

Benefits

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Critical Illness Insurance
  • Accident Insurance
  • Disability Benefits
  • Retirement Savings
  • Paid Time Off
  • Vacation
  • Holidays
  • Sick Leave
  • Parental Leave

Company

Raymond James

Raymond James

linkedin
Financial Services
Location
Houston, Texas, United States

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Excellent 4.7
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