Found Description
Elevate client experiences as a Licensed Sales Assistant at Raymond James Ltd., aiding financial advisors in managing client relationships and trade processes efficiently. Embrace a supportive workplace.
With a minimum of 3 years in the financial sector, you will engage with clients, facilitate their trade requests, and ensure meticulous management of client documentation. This role requires strong interpersonal skills and the ability to thrive in a fast-paced environment dedicated to client service.
Key Responsibilities:
• Manage client inquiries and administrative requests
• Support trade instructions and transaction processing
• Coordinate client meetings and prepare necessary documentation
• Conduct follow-ups and ensure paperwork accuracy
• Assist in marketing strategies and event coordination
Requirements:
• At least 3 years in financial services or related field
• Knowledge of investment regulations and practices
• Proficient in Microsoft Office,...
With a minimum of 3 years in the financial sector, you will engage with clients, facilitate their trade requests, and ensure meticulous management of client documentation. This role requires strong interpersonal skills and the ability to thrive in a fast-paced environment dedicated to client service.
Key Responsibilities:
• Manage client inquiries and administrative requests
• Support trade instructions and transaction processing
• Coordinate client meetings and prepare necessary documentation
• Conduct follow-ups and ensure paperwork accuracy
• Assist in marketing strategies and event coordination
Requirements:
• At least 3 years in financial services or related field
• Knowledge of investment regulations and practices
• Proficient in Microsoft Office,...
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