Start your career at Raymond James Today. By agreeing to submit your resume, you consent (in accordance with our Terms of Use and Privacy Policy) to: Should you have any questions or wish have your information removed from our service, please contact us here. 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, Client Service Associate - New Haven, CT in Raymond James Financial. Virtual Assistant / Full-Time (Remote), $40,000.00 Assist with client onboarding and maintain client databases and records. that oversees more junior Registered Client Service Associates, this experience can increase the likelihood to earn more. Drafting written or electronic communications on behalf of advisors. Raymond James & Associates, Inc., member New York Stock Exchange / SIPC, and Raymond James Financial Services, Inc., member FINRA / SIPC, are subsidiaries of Raymond James Financial, Inc. Raymond James and Raymond James Financial are registered trademarks of Raymond James Financial, Inc. Raymond James & Associates Statement of Financial Condition - March 2023 (PDF). A) Salary.com storing your resume for purposes of providing you with the job posting service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision making responsibility. Education Updated April 6, 2023 Client Service Associate Salary Estimate $46,874 $22.54 hourly Entry level Salary $29,000 yearly $29,000 10% $46,874 Median $74,000 90% How much does a Client Service Associate make? Are you sure you wouldnt like a free professional resume evaluation? deferred savings plans are executed through salary reductions of up to 25% of base pay and 100% of bonuses. - Oversee and manage office operations, including supplies, equipment, and facilities. New research shows that each woman experiences the disparity of gender pay gap in different ways, depending on her position, age, race and education. New research shows that each woman experiences the disparity of gender pay gap in different ways, depending on her position, age, race and education. Throughout the U.S., the average salary for a client service associate is roughly $46,874 per year, which boils down to $22.54 per hour. Pay, Whether you are hiring a single employee , or an entire department of, The labor market is a strange place right now. Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and the public. Client Services Associate Location United States Average salary $50,142 per year matches Meets national average Average $50,142 Low $17,000 High $100,000 Salary estimated from 5 employees, users, and past and present job advertisements on Indeed in the past 36 months. Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries. Client Services Associate Jobs in United States. Photo credit: iStock.com/goc, iStock.com/Korrawin, iStock.com/Worawee Meepian, matches you with up to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. Assist with investment research, data analysis, and the preparation of investment proposals. Back; Margin; . Researches client and security information through the back office system. Discretion and ability to handle confidential and sensitive information appropriately. We'll be sending you new jobs as they are posted. The path to becoming a registered client serviceassociate is fairly straightforward in many respects, but those who are most effective in this position often obtain training and certifications that make them invaluable additions to any team or office. Provide a high level of customer service. The more skills and experience you bring to the table, the better the odds might be of landing a job. This compensation may impact how and where listings appear. Manage executives' calendars, schedule meetings, and coordinate appointments. Performs other duties and responsibilities as assigned. This person helps financial advisors with specific tasks that may or may not require them to interact with clients. We take a deep dive into what's impacting employee retention and what employees are looking for in their new role. Jr. Whether an associates degree is sufficient or you need a bachelors degree may depend on the hiring practices of the firm you hope to work for. Manage all client account opening, transferring, and closing processes, ensuring that procedures are followed correctly. Why do people leave their jobs? You may have to pass the Security Industry Essentials Exam (SIE) and meet additional registration requirements at the state level. View the job description, responsibilities and qualifications for this position. Solicits and receives orders for the Financial Advisor. Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Click the checkbox next to the jobs that you are interested in. Those who aspire to become financial advisors or planners at some point should also consider starting as a client service associate. Are you sure you wouldnt like a free professional resume evaluation? Compare all Client Services Associate salaries in the United States Basic tech skills (i.e. Client Service Associate - Not Registered. Step-By-Step Pay Equity Analysis Guide Product Guide By clicking Download Product Guide, Do you know what your employees really want for the holidays? Click the checkbox next to the jobs that you are interested in. While top-hat plans are focused on delaying the payment of top earners compensation and dont contain funds, deferred savings plans are executed through salary reductions of up to 25% of base pay and 100% of bonuses. NQDC plans can help maximize compensation for your top earners and ensure that theyre getting the most out of what you pay them by leveraging tax efficiency without increasing payroll. A fiduciary is a person or organization that acts on behalf of a person or persons and is legally bound to act solely in their best interests. This can help them get their foot in the door and gain valuable experience while they take financial planning coursework or use their licensesto accumulate their book of business. Proven experience as an executive assistant or administrative assistant, preferably within the wealth management or financial services industry. Pay, Whether you are hiring a single employee , or an entire department of, The labor market is a strange place right now. Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service. C) Salary.com using cookies (as described here) to refine and tailor the website visitor experience. What your skills are worth in the job market is constantly changing. Companys working structure, policies, mission, and strategies. Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. Client service associates can carry out a number of different tasks. Therefore, a response . 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 Client Service Associate who is a motivated, detail-oriented, and creative problem solver to join our growing team. In terms of what area you should study, anything finance-related is typically going to be helpful. Connecticut pays Client Service Associates the most in the United States, with an average salary of $73,787 per year, or $35.47 per hour. If income is deferred from a year in which an employee is in a high tax bracket and paid when theyre in a lower bracket, the employee pays less in taxes over time. . Typically, when enrolling in NQDC plans the employee must select when the funds will be distributed. The scope of what a client service associate does as part of their daily routine is typically dictated by the needs of the firm or financial institution they work for. Do you want to receive a free, professional resume evaluation from TopResume? And as a bonus, they may be more likely to recommend their financial advisor to friends and family. Fiduciary Definition: Examples and Why They Are Important, Investment Advisory Representative (IAR): Definition and Duties, What Is an Investment Manager? For example, if you live in New York you should be paid close to $73,130 per year. Identify time sensitive items and assess competing priorities. As a result, they need to be well-versed in both financial regulatory rules as well as the ins and outs of different types of securities, such as stocks, mutual funds and bonds. Follows up to ensure accurate completion. Get to Know Jason Enouy, SVP & CCO, Raymond James Ltd. Get to know Shannon Tucker, director of PCG Compliance and Pride Inclusion Network National co-chair, Honoring the land of the free and the home of the brave, Emancipation. Assist in preparing presentations, reports, and materials for internal and external meetings. 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. Track and submit expense reports, ensuring compliance with company policies. There is some risk involved for employees since the deferred compensation is an unsecured promise by the employer to pay compensation in the future. Handle confidential and sensitive information with discretion and maintain appropriate levels of confidentiality. For example, executives and other key employees may be subject to different ERISA limits than others. Excellent organizational and time management skills, with the ability to prioritize tasks effectively. Identify relationships, draw logical conclusions and interpret results for use in decision-making. . Helping with client requests, such as transferring funds. Attend client meetings, when necessary, take notes, and follow up on action items. By agreeing to submit your resume, you consent (in accordance with our Terms of Use and Privacy Policy) to: Should you have any questions or wish have your information removed from our service, please contact us here. Maintains databases and creates reports using portfolio software programs. Screen incoming calls, emails, and correspondence, prioritizing and responding as appropriate. Maintain quality relationships with clients, remaining available to offer support. Client service associates today are often expected to go above and beyond the normal call of duty in their daily routines, to help promote the business, and satisfy the needs of its customers. Click the link in the email we sent to to verify your email address and activate your job alert. Our research analysts cover companies in nine highly focused industries across the market cap spectrum. Use our tool to get a personalized report on your market worth. The strength of Raymond James is reflected in both these ongoing accomplishments and in the consistent recognition we receive from our industry and our peers. Salaries aren't the only type of income that can be deferred to a later date. The distribution options are plan specific, but employees can strategize and anticipate some income needs such as college expenses or retirement when timing their deferred compensation. Investopedia does not include all offers available in the marketplace. Research salary, company info, career paths, and top skills for Client Service Associate Your Raymond James advisor will help you prepare for lifes major financial milestones and every moment in between. That number doesn't include . Client service associates make the most in Connecticut, New York, Michigan, Delaware, and Vermont. Ability to: Interact effectively with external and internal clients through both written and verbal communication. Change of employer: Identify the crucial employees and plan ways to motivate them with deferred compensation. Multiple deferred compensation plans for high-level executives paid at once could cause cashflow constraints and should be planned for accordingly. Flexibility is a noteworthy benefit of NQDC plans. Client Service Associate - New Haven, CT in Raymond James Financial New Haven, CT Washington, DC Chicago, IL New York, NY San Francisco, CA Dallas, TX Client Service Associate - New Haven, CT Salary.com Estimation for Client Service Associate - New Haven, CT $37,754 to $46,996 Client Service Associate - New Haven, CT By clicking Agree, I consent to our data usage policies as stated. Client serviceassociates perform many tasks, including assisting clients with stock quotes, account balances, and account-related details. Receive alerts for other Client Service Associate job openings. Most important, they can serve as incentives for enticing and retaining high value professionals. Most client service associates are paid either a salary or, less commonly, an hourly wage. How Much Do I Need to Save for Retirement? The kinds of activities a client service associate can engage in include both clerical and administrative work. There are no guarantees that working with an adviser will yield positive returns. A recent job posting for this position listed the followingduties forthe eventual hire: In terms of tangible criteria, the requirements to become a client serviceassociate are simple. An equivalent combination of experience, education, and/or training as approved by Human Resources. Va 1 $56,462 - $104,190 a year PRN Excellent communication and customer service skills are required. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. Password? A shift towards, Handling involuntary termination is a likely occurrence for human resources managers and, Return better results with Payscale job search, Compare real living costs across different states, Consider potential directions your career can take, Calculate the 20-year net ROI for US-based colleges, Are you the kind of person who struggles to get a handle, Learn where the best career earners attended college, The average salary for a Registered Client Service Associate is $58,052 in 2023, Registered client service associates are typically the first point of contact for new and/or existing clients within a financial institution. Creates reports using portfolio software programs employees since the deferred compensation is an unsecured promise by the to... Impacting employee retention and what employees are looking for in their new role appropriate interpersonal styles and communicate effectively both! More skills and experience you bring to the jobs that you are interested.! Clients with stock quotes, account balances, and correspondence, reports, compliance! And as a writer and provides financial education to military service members and the public also consider as. Crucial employees and plan ways to motivate them with deferred compensation plans for high-level executives at., has 13+ years of experience, education, and/or training as approved by Human Resources the type... Using required software applications to produce correspondence, prioritizing and responding as appropriate per year available the! To verify your email address and activate your job alert members and the preparation of investment proposals salaries! Assistant / Full-Time ( Remote ), $ 40,000.00 assist with client onboarding maintain! Who aspire to become financial advisors or planners at some point should also consider starting as a bonus, can... Existing clients and prospecting for new clients motivate them with deferred compensation is an promise... 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