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Registered Financial Service Associate Jobs

Branch Service Manager/Registered Client Associate
By Royal Bank of Canada At , Rapid City, 57701, Sd
Answering basic inquiries and resolving routine problems regarding products and services via calls, email or internet chat.
Conducting periodic and regular surveys of clients to determine satisfaction and opportunities to advise on other products and services.
Performing contract administration support and resolving contract related issues.
Developing new prospects, establishing clients, and finding opportunity to introduce RBC's products and services.
Registered Service Associate - 10Am-7Pm Est Work Schedule
By Raymond James Financial At , Remote
Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
Responds to incoming inquiries related to qualifications, instructions or paperwork requirements for various programs.
Salary Range: CO, NY, CA, WA (based on Education, Work Experience, and Geographic Location)
Performs other duties and responsibilities as assigned.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Use effective oral and written communication skills sufficient enough to communicate and interact effectively with clients and home office.
Registered Client Service Associate *
By Morgan Stanley At Boulder, CO, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Two or more years of industry experience preferred
Strong industry, product, and branch procedures knowledge
Registered Client Service Associate
By Texas Wealth Management, LLC At , Houston, 77058, Tx From $70,000 a year
At Texas Wealth Management, LLC we offer a professional (and fun) working environment:
Customer relationship management: 2 years (Preferred)
Possesses excellent communication and organizational skills
Solid problem solving and analytic abilities
Two plus years of experience in a similar position preferred
Competitive starting salary (70k+ possible depending on qualifications)

Are you looking for a career that offers a great work/life balance, competitive pay, and the opportunity to make a real difference? Become a Registered Financial Service Associate and join a team of professionals dedicated to helping people achieve their financial goals. With our comprehensive training program and ongoing support, you'll have the tools you need to succeed. Apply now and start your journey to a rewarding career!

Overview Registered Financial Service Associates are responsible for providing financial advice and services to clients. They work with clients to develop financial plans and strategies, provide advice on investments, and help clients make informed decisions about their finances. They also provide customer service, manage accounts, and ensure compliance with regulations. Detailed Job Description Registered Financial Service Associates are responsible for providing financial advice and services to clients. They work with clients to develop financial plans and strategies, provide advice on investments, and help clients make informed decisions about their finances. They also provide customer service, manage accounts, and ensure compliance with regulations. They must be knowledgeable about financial products and services, and be able to explain them to clients in a clear and concise manner. They must be able to analyze financial data and make recommendations based on their findings. They must also be able to keep up with changes in the financial industry and stay current on regulations and laws. Job Skills Required
• Knowledge of financial products and services
• Ability to analyze financial data
• Excellent customer service skills
• Ability to explain financial concepts in a clear and concise manner
• Knowledge of regulations and laws
• Ability to stay current on changes in the financial industry
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficiency in computer applications
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Relevant certifications or licenses
• Previous experience in the financial industry
• Excellent problem-solving skills
Job Knowledge
• Knowledge of financial products and services
• Knowledge of regulations and laws
• Knowledge of financial markets and trends
• Knowledge of financial analysis and reporting
• Knowledge of customer service principles
Job Experience
• Previous experience in the financial industry
• Experience in customer service
• Experience in financial analysis and reporting
• Experience in developing financial plans and strategies
Job Responsibilities
• Develop financial plans and strategies for clients
• Provide advice on investments and other financial decisions
• Manage client accounts
• Ensure compliance with regulations and laws
• Provide customer service
• Analyze financial data and make recommendations
• Keep up with changes in the financial industry
• Prepare financial reports and documents