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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 prob Client Service, Associate, Registered, Financial Advisor, Client Relations, Customer Service, Retail
Full Time
$46k-59k (estimate)
04/29/2024
05/12/2024
raymondjames.com
SAINT PETERSBURG, FL
7,500 - 15,000
1962
Public
PAUL C REILLY
$5B - $10B
Securities
Raymond James is a Florida-based investment bank that provides financial planning, wealth management, and asset management services.
The following is the career advancement route for Registered Client Service Associate positions, which can be used as a reference in future career path planning. As a Registered Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Registered Client Service Associate. You can explore the career advancement for a Registered Client Service Associate below and select your interested title to get hiring information.
If you are interested in becoming a Registered Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Registered Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Registered Client Service Associate job description and responsibilities
Develop new business opportunities through client relations and option services.
03/15/2022: Boulder, CO
Maintain and update files as required by Financial Advisors on products and clients.
04/30/2022: Chattanooga, TN
Monitor current client portfolios by reviewing performance quarterly.
03/07/2022: Columbus, MS
Respond to phones and messages along with client requests.
03/03/2022: Parkersburg, WV
Oversee a team of customer service Associate's and ensure they are providing an exceptional client experience.
02/11/2022: Chicago, IL
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Registered Client Service Associate jobs
The primary qualifications needed for a career as a registered client associate typically include an associate's degree in business and work experience in a financial institution.
02/26/2022: Racine, WI
Most employers prefer a bachelor’s degree, but it’s possible to work your way up into the position with the lesser degree.
03/18/2022: Fort Wayne, IN
You need basic investment and financial management knowledge, which is a foundation you build in business degree programs.
03/29/2022: Beaumont, TX
Find an entry-level position at a bank before pursuing this career.
03/27/2022: Evansville, IN
5 Years work experience as a Client Service Associate at either a Broker Dealer are needed to qualify for this job.
05/02/2022: Lincoln, NE
Step 3: View the best colleges and universities for Registered Client Service Associate.