About this role

Supports Financial advisors and their prospective and existing clients and other branch staff team members
Provides proactive, virtual support to financial advisors
Delivers client support including meeting preparation, running reports, and special outreach projects
Manages client account maintenance activities including opening/maintaining accounts and money movement
Researches complex client situations to seek timely resolution
Participates in ongoing training and education to ensure efficient usage of technology and firm resources
Coordinates the transition process for new client onboarding
Provides consultation and education regarding the Raymond James and Associates platform

Associate’s degree and five (5) years of licensed financial services industry service experience
Branch experience preferred or An equivalent combination of experience, education, and/or training as approved by Human Resources
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
Proficient use of Microsoft program suite, with advanced excel knowledge
Strong analytical skills

Senior Registered Virtual Client Service Associate

Key skills