Sr Registered Virtual Branch Consultant-2400830
Description
Under general supervision, uses specialized skills gained through training and experience to provide proactive, virtual support to financial advisors. Provide efficient, high quality client service, account maintenance, and administrative support to advisors within the scope of the program. Follows established standard operating procedures to perform tasks, projects, and assist clients. Receives general guidance and direction to perform other work with substantial variety and complexity requiring decision making responsibility.
Job Summary
Communicates with assigned advisors proactively on a daily basis to ensure needs are being met and necessary support is being provided.
Essential Duties and Responsibilities
Qualifications
Company's working structure, policies, mission, and strategies.
Knowledge, Skills, and Abilities
Proficient use of Microsoft program suite, with advanced excel knowledge
Skill in
Help drive utilization/adoption to key tools and resources
Ability to
Associate's degree and five (5) years of licensed financial services industry service experience.
Educational/Previous Experience Requirements
SIE required provided that an exemption or grandfathering cannot be applied.
Licenses/Certifications
Raymond James Guiding Behaviors
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to
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.
Job
Administrative & Support Services
Primary Location
US-RM-Remote-Remote
Organization
Private Client Group
Schedule
Full-time
Shift
Day Job
Travel
NoEligible for Discretionary BonusYes#LI-JM1