... Service Associate who is a motivated, detail oriented and creative problem solver to join our ... mail) * Operate standard office equipment and using required software applications to produce ...
... Service Associate who is a motivated, detail oriented and creative problem solver to join our ... mail) * Operate standard office equipment and using required software applications to produce ...
... Service Associate who is a motivated, detail oriented and creative problem solver to join our ... mail) * Operate standard office equipment and using required software applications to produce ...
... Service Associate who is a motivated, detail oriented and creative problem solver to join our ... mail) * Operate standard office equipment and using required software applications to produce ...
Be knowledgeable and courteous while assisting customers and transferring calls to appropriate associates or areas for further assistance * Assist in general office duties that include mail service ...
Be knowledgeable and courteous while assisting customers and transferring calls to appropriate associates or areas for further assistance * Assist in general office duties that include mail service ...
Be knowledgeable and courteous while assisting customers and transferring calls to appropriate associates or areas for further assistance * Assist in general office duties that include mail service ...
Be knowledgeable and courteous while assisting customers and transferring calls to appropriate associates or areas for further assistance * Assist in general office duties that include mail service ...
Supervisor, Mail Order/OTC Pharmacy Distribution
Phoenix, AZ ยท On-site
$64.50 - $76/hr
The Supervisor, Mail Order Pharmacy Distribution works within thorough, prescribed guidelines and ... Identify and implement process improvements to enhance performance and service. * Hold associates ...
Supervisor, Mail Order/OTC Pharmacy Distribution
Phoenix, AZ ยท On-site
$64.50 - $76/hr
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Member Experience Associate
Phoenix, AZ ยท On-site
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Member Experience Associate
Phoenix, AZ ยท On-site
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Supervisor, Mail Order/OTC Pharmacy Distribution
Phoenix, AZ ยท On-site
$64.50 - $76/hr
The Supervisor, Mail Order Pharmacy Distribution works within thorough, prescribed guidelines and ... Identify and implement process improvements to enhance performance and service. * Hold associates ...
Supervisor, Mail Order/OTC Pharmacy Distribution
Phoenix, AZ ยท On-site
$64.50 - $76/hr
The Supervisor, Mail Order Pharmacy Distribution works within thorough, prescribed guidelines and ... Identify and implement process improvements to enhance performance and service. * Hold associates ...
Member Experience Associate
Phoenix, AZ ยท On-site
$18/hr
Oversee mail services, including organization and distribution. * Facilitate member onboarding ... As Member Experience Associate You'll Need: * Experience in office management, customer service, or ...
Quick apply
Member Experience Associate
Phoenix, AZ ยท On-site
$18/hr
Oversee mail services, including organization and distribution. * Facilitate member onboarding ... As Member Experience Associate You'll Need: * Experience in office management, customer service, or ...
Member Experience Associate
Phoenix, AZ ยท On-site
$18/hr
Oversee mail services, including organization and distribution. * Facilitate member onboarding ... As Member Experience Associate You'll Need: * Experience in office management, customer service, or ...
Member Experience Associate
Phoenix, AZ ยท On-site
$18/hr
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Presort Associate 1
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Presort Associate 1
$16 - $20/hr
Presort Associate 1 Join our team and earn $15.65โฏper hour! Pitney Bowes is now hiring for Direct ... Assure mail &/or packages is prepared to meet SLAs (Service Level Agreement). * Promote a clean ...
Presort Associate 1
Phoenix, AZ ยท On-site
$15.65/hr
Presort Associate 1 Join our team and earn $15.65per hour! Pitney Bowes is nowhiring forDirect Hire ... Assure mail &/or packagesisprepared to meet SLAs (Service Level Agreement). * Promote a clean work ...
Presort Associate 1
Phoenix, AZ ยท On-site
$15.65/hr
Presort Associate 1 Join our team and earn $15.65per hour! Pitney Bowes is nowhiring forDirect Hire ... Assure mail &/or packagesisprepared to meet SLAs (Service Level Agreement). * Promote a clean work ...
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Phoenix, AZ ยท On-site
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Mailroom Staff Member
Surprise, AZ ยท On-site
$25.41/hr
You will help ensure mail services are completed accurately, securely, and efficiently while maintaining accountability of correspondence and monitoring for contraband or prohibited materials. This ...
Mailroom Staff Member
Surprise, AZ ยท On-site
$25.41/hr
You will help ensure mail services are completed accurately, securely, and efficiently while maintaining accountability of correspondence and monitoring for contraband or prohibited materials. This ...
Operate mail sorting and opening equipment. * Processing payments, payment capture, reject handling ... Through our dedicated associates, Conduent delivers mission-critical services and solutions on ...
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Tempe, AZ ยท On-site
$18/hr
Operate mail sorting and opening equipment. * Processing payments, payment capture, reject handling ... About Us Through our dedicated associates, Conduent delivers mission-critical services and ...
Mailroom Associate
Tempe, AZ ยท On-site
$18/hr
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Mailroom Associate
Tempe, AZ ยท On-site
$18/hr
Operate mail sorting and opening equipment. * Processing payments, payment capture, reject handling ... About Us Through our dedicated associates, Conduent delivers mission-critical services and ...
Mailroom Associate
Tempe, AZ ยท On-site
$18/hr
Operate mail sorting and opening equipment. * Processing payments, payment capture, reject handling ... About Us Through our dedicated associates, Conduent delivers mission-critical services and ...
Operate mail sorting and opening equipment. * Processing payments, payment capture, reject handling ... Through our dedicated associates, Conduent delivers mission-critical services and solutions on ...
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... Associate in Phoenix, AZ. Will be responsible for sorting and delivering mail and packages ... Customer service: 1 year (Preferred)
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Scottsdale, AZ Guest Experience Associate - Luxury Car Rental Job
Scottsdale, AZ ยท On-site
$17 - $18/hr
Deliver First-Class Service in a Luxury Hospitality Environment If you thrive in high-end, fast ... Respond to and investigate guest inquiries, concerns, and issues via phone, fax, mail, and e-mail ...
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Scottsdale, AZ Guest Experience Associate - Luxury Car Rental Job
Scottsdale, AZ ยท On-site
$17 - $18/hr
Deliver First-Class Service in a Luxury Hospitality Environment If you thrive in high-end, fast ... Respond to and investigate guest inquiries, concerns, and issues via phone, fax, mail, and e-mail ...
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Professional development and training to grow your career in hospitality, service, and sales ... Respond to and investigate guest inquiries, concerns, and issues via phone, fax, mail, and e-mail ...
Posted today
Mail Service Associate information
What is the difference between Mail Service Associate vs Mail Clerk?
| Aspect | Mail Service Associate | Mail Clerk |
|---|---|---|
| Required Credentials | High school diploma; some roles may require certification in mail handling | High school diploma; on-the-job training often provided |
| Work Environment | Post offices, delivery centers, corporate mailrooms | Post offices, warehouses, corporate mailrooms |
| Employer & Industry Usage | Postal services, courier companies, large organizations | Postal services, government agencies, large corporations |
| Common Search & Comparison | Yes | Yes |
The Mail Service Associate and Mail Clerk roles share similar environments and credentials, often working in postal or corporate mailrooms. The main difference lies in job responsibilities, with Mail Service Associates typically handling customer interactions and delivery coordination, while Mail Clerks focus on sorting, processing, and organizing mail. Both positions are essential in mail operations and often overlap in skills and work settings.

Registered Client Service Associate (Scottsdale, AZ)
Scottsdale, AZ โข On-site
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 14 days ago
Job description
Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates 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.
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.
Skills:
- 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.
Education/Previous Experience
- 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.
Licenses/Certifications
- 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
s63 - Uniform Securities Agent 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:
โข Grow professionally and inspire others to do the same
โข Work with and through others to achieve desired outcomes
โข Make prompt, pragmatic choices and act with the client in mind
โข Take ownership and hold themselves and others accountable for delivering results that matter
โข 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.
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About Raymond James & Associates The Woodlands, TX
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1 - 10 Employees
Headquarters location
The Woodlands, TX, US
Year founded
1966