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 1 month ago

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Excellent 4.7

Job summary

Support financial advisors and clients by providing administrative, client service, and account management tasks in a fast-paced financial services environment.

Responsibilities

The Registered Client Service Associate provides high-touch administrative support to financial advisors and manages daily client interactions, including account onboarding and maintenance. They also assist with financial reporting, portfolio rebalancing, and marketing efforts while ensuring compliance with industry regulations.

Qualifications

Communication Skills CRM Software Customer Service Excel Financial Markets Investment Concepts Multitasking Office Procedures Problem Solving Time Management

Candidates must have a high school diploma and at least one year of experience in the securities industry. Required certifications include the SIE, Series 7, and applicable state-specific licenses like the Series 63, 65, or 66.

English

Benefits

  • Medical
  • Dental
  • Vision
  • Life insurance
  • Critical illness insurance
  • Accident insurance
  • Disability benefits
  • Retirement savings
  • Paid time off
  • 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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