Registered Client Service Associate

Job Description Summary

Job Description

Essential Duties and Responsibilities

• Services basic inquiries and scheduling of meetings with prospective and existing clients
• Respond to client inquiries regarding accounts transactions and general service matters
• Process account openings transfers rollovers beneficiary changes and maintenance requests
• Maintain accurate and complete CRM records
• Execute equity ETF mutual fund and fixed income trades as directed
• Assist with portfolio rebalancing
• Monitor cash balances and distributions
• Gather and organize client financial data
• Prepare and update financial plans using planning software
• Run retirement cash flow and scenario analyses
• Prepare client-ready reports and presentations
• Ensure all documentation meets firm and regulatory requirements
• Maintain organized client files and audit-ready documentation
• Assist with supervisory reviews and compliance requests
• Adhere to FINRA SEC and firm policies and procedures
• Perform other duties as assigned

Key Skills & Competencies

• Strong attention to detail and accuracy
• Excellent organizational and time-management skills
• Professional communication (written and verbal)
• Analytical mindset
• Client-first attitude with high integrity
• Experience with financial planning software
• Experience with portfolio management or rebalancing tools
• Experience executing trades in client accounts
• Proficiency in Microsoft Office and CRM systems

Education/Previous Experience

• Bachelors degree preferred
• 3 years of experience in wealth management or advisory support

Licenses/Certifications

• SIE Series 7 & 63/65 or 66
• Insurance license

McDermott Armati Wealth Strategies LLC and its employees are independent contractors with respect to Raymond James not employees of Raymond James. The term Raymond James includes but is not limited to Raymond James Financial Services Inc. (RJFS) and Raymond James Financial Services Advisors. Inc. (RJFSA) as affiliates.

Education

Work Experience

Certifications

Travel

Workstyle

The total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity) discretionary bonuses or commissions. This position is eligible for a benefits package that may include medical dental and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation holidays and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered visit .

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:
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

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.