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Registered Client Service Associate Jobs in Virginia

Client Service Associate Jobs
By Raymond James At Leesburg, VA, United States
An equivalent combination of experience, education, and/or training as approved by Human Resources.
Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
Performs other duties and responsibilities as assigned.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
High School Diploma or equivalent and one (1) or more year’s securities industry or related work experience preferred.
Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries.

Are you looking for an exciting opportunity to use your customer service skills in a fast-paced environment? We are looking for a Registered Client Service Associate to join our team! As a Registered Client Service Associate, you will be responsible for providing exceptional customer service to our clients, ensuring their satisfaction and providing solutions to their inquiries. If you are a motivated individual with a passion for customer service, this is the perfect job for you!

Overview A Registered Client Service Associate is a professional who provides customer service and administrative support to clients of a financial services firm. They are responsible for managing client accounts, processing transactions, and providing advice and assistance to clients. Detailed Job Description A Registered Client Service Associate is responsible for providing customer service and administrative support to clients of a financial services firm. They are responsible for managing client accounts, processing transactions, and providing advice and assistance to clients. They must be knowledgeable about the products and services offered by the firm and be able to explain them to clients. They must also be able to handle customer inquiries and complaints in a professional manner. In addition, they must be able to process transactions accurately and in a timely manner. Job Skills Required
• Excellent customer service skills
• Knowledge of financial products and services
• Ability to explain complex financial concepts to clients
• Ability to handle customer inquiries and complaints
• Ability to process transactions accurately and in a timely manner
• Knowledge of financial regulations and compliance
• Knowledge of computer systems and software
Job Qualifications
• Bachelor’s degree in finance, accounting, or a related field
• Relevant work experience in a financial services firm
• Professional certification such as the Series 7 or Series 63
• Ability to pass a background check
Job Knowledge
• Knowledge of financial products and services
• Knowledge of financial regulations and compliance
• Knowledge of computer systems and software
Job Experience
• Relevant work experience in a financial services firm
• Experience in customer service
Job Responsibilities
• Manage client accounts
• Process transactions
• Provide advice and assistance to clients
• Handle customer inquiries and complaints
• Explain complex financial concepts to clients
• Ensure compliance with financial regulations
• Maintain accurate records and documents