... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a ... Human Resources. Licenses/Certifications * SIE required provided that an exemption or ...
... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a ... Human Resources. Licenses/Certifications * SIE required provided that an exemption or ...
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High School Diploma (Social Services Designee Certificate required); associate or bachelor's degree in social work or human services field preferred. * Strong passion for geriatric advocacy and ...
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High School Diploma (Social Services Designee Certificate preferred); associate or bachelor's degree in social work or human services field preferred. * Strong passion for geriatric advocacy and ...
High School Diploma (Social Services Designee Certificate preferred); associate or bachelor's degree in social work or human services field preferred. * Strong passion for geriatric advocacy and ...
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Be sole point of contact for Payroll Shared Services and problem ticket entry and resolution ... Keep all HR communication boards updated throughout the plant, including mandated postings.
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Delicatessen Services Co., LLC Overview: Support the Human Resources function and its objectives for the manufacturing and Distribution facilities. The Associate HRBP will work with the site's teams ...
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Human Resources Coordinator
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Knowledge Services, a leading multidisciplinary organization in the software, professional services ... Associate's or Bachelor's degree in Human Resources, Business, or a related field Role Expectations
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West Lafayette, IN · On-site
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$20 - $26.25/hr
Overview Knowledge Services, a leading multidisciplinary organization in the software, professional ... Associate's or Bachelor's degree in Human Resources, Business, or a related field Role Expectations
... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a ... Human Resources. Licenses/Certifications * SIE required provided that an exemption or ...
... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a ... Human Resources. Licenses/Certifications * SIE required provided that an exemption or ...
... service and evangelization of the Roman Catholic Church and the world ... It also supports the ongoing intellectual, pastoral, spiritual, and human formation of a vibrant ...
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... Human Services Licensing Board obtained prior to hire date or job transfer date. * Licensed ... Some posiitons may accept Associate level licensure. Life at Ascension: Where purpose meets ...
Human Services Associate information
See Indiana salary details
$13.04 - $15.45
3% of jobs
$15.45 - $17.86
12% of jobs
$19.63 is the 25th percentile. Wages below this are outliers.
$17.86 - $20.28
14% of jobs
$20.28 - $22.69
18% of jobs
The median wage is $23.11 / hr.
$22.69 - $25.10
18% of jobs
$26.63 is the 75th percentile. Wages above this are outliers.
$25.10 - $27.51
16% of jobs
$27.51 - $29.92
7% of jobs
$29.92 - $32.34
4% of jobs
$32.34 - $34.75
2% of jobs
$34.75 - $37.16
3% of jobs
$37.16 - $39.57
2% of jobs
$13
$24
$39
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What does a human services associate do?
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Other
Medical, Dental, Vision, Life, Retirement, PTO
Posted 2 days ago
Job description
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 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!
Responsibilities:
- 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.
- Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
- 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.
- Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
- Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
- Reviews, assesses and responds to all corporate action items and client account alerts.
- Prepares financial reports, spreadsheets and other materials for client meetings.
- Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
- Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
- Assists Financial Advisors with marketing efforts including seminars 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.
- Performs other duties and responsibilities as assigned.
- Company's working structure, policies, mission, and strategies.
- Managed account platforms.
- General office practices, procedures, and methods.
- 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.
- 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.
- 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.
- 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.
- High School Diploma or equivalent and one (1) or more years securities industry or related work 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.
Education
High School (HS) (Required)
Work Experience
General Experience - 7 to 12 months
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
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-AC1
About Raymond James Financial Services
Sourced by ZipRecruiter
Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.
Industry
Accounting services
Company size
11 - 50 Employees
Headquarters location
Rockville, MD, US