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What is a task oriented job?

A task-oriented job focuses on completing specific tasks efficiently and effectively, often following a structured process or set of instructions. Employees in these roles prioritize productivity, deadlines, and achieving measurable outcomes. Task-oriented jobs are common in industries like manufacturing, data entry, customer service, and project-based work. These roles require strong organizational skills, attention to detail, and the ability to work independently or as part of a team. Success in a task-oriented job is typically measured by output, accuracy, and adherence to deadlines.

What are some typical challenges faced in task oriented roles and how can they be managed effectively?

Task-oriented roles often involve managing multiple assignments with tight deadlines, requiring excellent prioritization skills to avoid feeling overwhelmed. Staying organized and proactively communicating with your team or supervisor can help clarify expectations and prevent bottlenecks. Using task management tools and regularly reviewing your progress can further improve efficiency. Developing these habits ensures consistent, high-quality results and helps you stay on track even during busy periods.

What are the key skills and qualifications needed to thrive in the task oriented position, and why are they important?

To thrive in task-oriented roles, strong organizational skills, time management, and attention to detail are essential, often supported by a high school diploma or relevant office experience. Familiarity with productivity software like Microsoft Office Suite, task management platforms such as Asana or Trello, and sometimes basic data entry systems is common. Proactive communication, reliability, and the ability to adapt to shifting priorities are valuable soft skills in these positions. These capabilities ensure efficient completion of assignments, seamless workflow, and dependable contributions to team objectives.

What are examples of task-oriented jobs?

Task-oriented jobs focus on completing specific duties or projects efficiently and accurately. Examples include data entry clerks, assembly line workers, administrative assistants, and warehouse workers, all of whom prioritize completing defined tasks within set deadlines. These roles often require strong organizational skills and attention to detail.
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Task Oriented jobs near you
Infographic showing various Task Oriented job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.

Registered Client Service Associate-Winston-Salem, NC

Raymond James Financial, Inc.

Winston Salem, NC • On-site

Full-time

Re-posted 4 days ago

Job description

Job Description Summary
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.
  • Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring.
  • Trading of both discretionary and non-discretionary products, model maintenance and performance tracking.
  • Servicing of alternative investments and foreign accounts, including setup and maintenance.
  • May participate in live meetings with the Financial Advisor and their respective client(s).
  • Manages budgeting and tracking of Financial Advisor expenses.
  • Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team's performance.
  • 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.
  • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
  • May solicit order from clients at the direction of the Financial Advisor.
  • Receives unsolicited orders from the clients; may enter unsolicited trades at the direction of the Financial Advisor.
  • Assists Financial Advisors with marketing efforts including seminars, mail 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.
  • Acts as mentor and resource to junior team members; manages team workflow and works towards creating greater team operational efficiencies.
  • Performs other duties and responsibilities as assigned.

Knowledge of:
  • Company's working structure, policies, mission, and strategies.
  • Managed account platforms.
  • General office practices, procedures, and methods.
  • Advanced investment concepts, practices and procedures used in the securities industry.
  • Financial markets, products and industry regulations.
  • Trading terminology.

Skill in:
  • 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)

Ability to:
  • Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
  • Analyze and research account information. 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. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
  • 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. Handle stressful situations and provide a high level of customer service in a calm and professional manner.
  • 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. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.

Education/Previous Experience
  • High School Diploma or equivalent and five (5) years of financial services industry service experience, 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.
  • Ability to obtain additional securities and advisory state registrations if required by state.

Education
High School (HS) (Required)
Work Experience
General Experience - 7 to 12 months
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
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.
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