Student Veterans of America Jobs

Welcome to SVA’s jobs portal, your one-stop shop for finding the most up to date source of employment opportunities. We have partnered with the National Labor Exchange to provide you this information. You may be looking for part-time employment to supplement your income while you are in school. You might be looking for an internship to add experience to your resume. And you may be completing your training ready to start a new career. This site has all of those types of jobs.

Here are a few things you should know:
  • This site is mobile friendly. You do not need a log-in or password to access information.
  • Jobs on this site are original and unduplicated and come from three sources: the Federal government, state workforce agency job banks, and corporate career websites. All jobs are vetted to ensure there are no scams, training schemes, or phishing.
  • The site is refreshed daily to remove out-of-date content.
  • The newest jobs are listed first, so use the search features to match your interests. You can look for jobs in a specific geographical location, by title or keyword, or you can use the military crosswalk. You may want to do something different from your military career, but you undoubtedly have skills from that occupation that match to a civilian job.
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Job Information

Raymond James Financial, Inc. Senior Registered Client Service Associate-Fort Worth, TX in Dallas, Texas

Description

Job Summary:

Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to provide pro-active support to financial advisors. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring minimal evaluation, originality or ingenuity in making routine decisions. Contribute to the increased generation of commission and fee revenue by maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. Extensive contact with internal and external customers to identify, research, and resolve problems.

Essential Duties and Responsibilities:

  • Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries and providing quotes.

  • May solicit orders from clients at the direction of the Financial Advisor.

  • Receives unsolicited orders from clients.

  • May enter unsolicited trades at the direction of the Financial Advisor.

  • Researches client and security information through the back office system.

  • Opens new accounts.

  • Processes and follows up on client documentation for proper maintenance of accounts.

  • Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.

  • Creates and maintains records and files.

  • Ensures required client paperwork is current with firm and industry requirements, rules and regulations.

  • Maintains client information and creates reports using portfolio software programs.

  • Assists Financial Advisors with marketing efforts including seminars, mail outs, etc.

  • Receives and processes securities.

  • Participates in and receives cross-training, as well as assists with other operational functions as required.

  • Performs other duties and responsibilities as assigned.

Qualifications

Qualifications :

  • Company’s working structure, policies, mission, and strategies.

  • General office practices, procedures, and methods.

  • Investment concepts, practices and procedures used in the securities industry.

  • Financial markets and products.

  • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

  • Analyzing to be able to research account information.

  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

  • Handle stressful situations and provide a high level of customer service in a calm and professional manner.

  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.

  • Use mathematics sufficient to process account and transaction information.

  • Work independently.

  • Provide a high level of customer service.

Educational/Previous Experience Requirements:

  • Associate’s degree and five (5) years of licensed financial services industry service experience.

or

  • An equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications:

  • SIE required provided that an exemption or grandfathering cannot be applied.

  • Series 7 required.

  • Series 63, 65 and/or 66 as required by state.

  • Ability to obtain additional securities and advisory state registrations if required by state.

Job: Administrative & Support Services

Primary Location: US-TX-Dallas-Ft. Worth

Organization Western

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2101033

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