Registered Client Services Job at Robert Half (Miami)

Senior Registered Client Service Associate

We are seeking a Registered Client Associate to support financial advisors and d...

Location

United States , Boston

Salary:

85000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

3–7 years of financial services experience
strong organizational and client service skills
ability to manage multiple priorities in a fast-paced environment
FINRA licensing (SIE, Series 7, and Series 66 or equivalent) is preferred or must be obtained within a designated timeframe

Job Responsibility

Support financial advisors
deliver an exceptional client experience
client communications
account servicing
money movement requests
new account openings
meeting coordination
administrative support

What we offer

Bonuses
medical
vision
dental
life and disability insurance
401(k) plan
free online training

Fulltime

Senior Team Lead, Managed Services Client Service Desk

The Senior Team Lead, Managed Services Client Service Desk is a developing subje...

Location

South Africa , Cape Town

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

A good understanding of the vast range of IT operations and company service offerings
Displays excellent levels of client engagement and service orientation
Demonstrates operational team management skills and the ability to effectively manage the resources that report to them
Good collaboration skills and ability to interact professionally
Demonstrates understanding of project management principles
Strong documentation skills and expertise in handling escalated customer issues
Bachelor's degree or equivalent in information technology or related field
Relevant technical certifications preferred
ITIL v4 specialist certification and knowledge is preferred
ITIL Specialist (Managing Professional) certification is preferred

Job Responsibility

Responsible for managing a team of service desk agents
Ensures resource allocation, attendance, effective achievement of KPI's and planning activities
Contributes to the process of managing tickets or calls logged at the service desk
Ensures all incidents which are logged, are accurately registered and categorized
Ensures the allocation of an appropriate ticket prioritization code upon receipt of the ticket/call and during the logging process
Ensures ticket diagnosis is conducted to discover the full symptoms, determine what has gone wrong and how to correct it
Ensures reported faults are investigated and diagnosed
Be expected to take ownership and resolve or further escalate escalated incidents
Checks incidents are fully resolved and users and/or clients are satisfied and agree to close the related incident
Ensures relevant actions have been logged to enable tracking

Fulltime

Team Lead, Managed Services Client Service Desk

The Team Lead, Managed Services Client Service Desk is an entry level subject ma...

Location

South Africa , Port Elizabeth

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Some understanding of the vast range of IT operations and company service offerings
Displays good levels of client engagement and service orientation
Demonstrates operational team management skills and ability to effectively manage the resources that report to them
Good collaboration skills and ability to interact professionally
Some understanding of project management principles
Bachelor's degree or equivalent in information technology or related field
ITIL v4 specialist certification and knowledge is required
Demonstrated relevant work experience gained in call center managed services/services delivery environment within a medium to large information technology environment
2-3 years worked experience in as a Service Desk Team Lead role or similar
Entry level team management/leadership experience

Job Responsibility

Responsible for managing a team of junior service desk agents and / or administrators
Ensures resource allocation, attendance, effective achievement of KPI's and planning activities
Contributes to the process of managing tickets or calls logged at the service desk
Ensures all incidents which are logged, are accurately registered and categorized
Ensures the allocation of an appropriate ticket prioritization code upon receipt of the ticket/call and during the logging process
Ensures ticket diagnosis is conducted to discover the full symptoms, determine what has gone wrong and how to correct it
Be expected to take ownership and resolve or further escalate escalated incidents
Checks incidents are fully resolved, and users and/or clients are satisfied and agree to close the related incident
Ensures relevant actions have been logged to enable tracking
Monitors the performance of the team and identifies any training/ coaching intervention required

Fulltime

Team Lead, Managed Services Client Service Desk

The Team Lead, Managed Services Client Service Desk at NTT DATA is an entry-leve...

Location

United States of America

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Some understanding of the vast range of IT operations and company service offerings
Displays good levels of client engagement and service orientation
Demonstrates operational team management skills and ability to effectively manage the resources that report to them
Good collaboration skills and ability to interact professionally
Some understanding of project management principles
Bachelor's degree or equivalent in information technology or related field
Relevant technical certifications preferred
ITIL v4 specialist certification and knowledge is required
Demonstrated relevant work experience gained in call center managed services/services delivery environment within a medium to large information technology environment
Entry level team management/leadership experience

Job Responsibility

Responsible for managing a team of junior service desk agents and/or administrators
Ensures resource allocation, attendance, effective achievement of KPI's and planning activities
Contributes to the process of managing tickets or calls logged at the service desk
Ensures all incidents which are logged, are accurately registered and categorized
Ensures the allocation of an appropriate ticket prioritization code upon receipt of the ticket/call and during the logging process
Ensures ticket diagnosis is conducted to discover the full symptoms, determine what has gone wrong and how to correct it
Be expected to take ownership and resolve or further escalate escalated incidents
Checks incidents are fully resolved, and users and/or clients are satisfied and agree to close the related incident
Ensures relevant actions have been logged to enable tracking
Monitors the performance of the team and identifies any training/coaching intervention required

Fulltime

Team Lead, Managed Services Client Service Desk

The Team Lead for Managed Services Client Service Desk is an entry-level positio...

Location

India , Karnātaka

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent in information technology or related field
Relevant technical certifications preferred
ITIL v4 specialist certification and knowledge is required
Demonstrated relevant work experience gained in call center managed services/services delivery environment within a medium to large information technology environment
Entry level team management/leadership experience
Demonstrable experience leading a team of service desk agents preferably within a global technology organization

Job Responsibility

Responsible for managing a team of junior service desk agents and / or administrators
Ensures resource allocation, attendance, effective achievement of KPI’s and planning activities
Contributes to the process of managing tickets or calls logged at the service desk
Ensures all incidents which are logged, are accurately registered and categorized
Ensures the allocation of an appropriate ticket prioritization code upon receipt of the ticket/call and during the logging process
Ensures ticket diagnosis is conducted to discover the full symptoms, determine what has gone wrong and how to correct it
Be expected to take ownership and resolve or further escalate escalated incidents
Checks incidents are fully resolved, and users and/or clients are satisfied and agree to close the related incident
Ensures relevant actions have been logged to enable tracking
Monitors the performance of the team and identifies any training/ coaching intervention required

Fulltime

Senior Registered Client Service Associate

Supports Financial advisors and their prospective and existing clients and other...

Location

United States , Saint Petersburg

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources
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
Knowledge of Company’s working structure, policies, mission, and strategies
Knowledge of Managed account platforms
Knowledge of General office practices, procedures, and methods
Knowledge of Advanced investment concepts, practices and procedures used in the securities industry
Knowledge of Financial markets, products and industry regulations

Job Responsibility

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring
Trading of both discretionary and non-discretionary products, model maintenance and performance tracking
Servicing of alternative investments and foreign accounts, including setup and maintenance
May participate in live meetings with the Financial Advisor and their respective client(s)
Manages budgeting and tracking of Financial Advisor expenses
Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team’s performance
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office

Fulltime

Senior Registered Client Service Associate

Celebrating more than 60 years of rich history and recognition for service and e...

Location

United States , Rochester

Salary:

45000.00 - 90000.00 USD / Year

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources
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
Knowledge of Company’s working structure, policies, mission, and strategies
Knowledge of Managed account platforms
Knowledge of General office practices, procedures, and methods
Knowledge of Advanced investment concepts, practices and procedures used in the securities industry
Knowledge of Financial markets, products and industry regulations

Job Responsibility

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring
Trading of both discretionary and non-discretionary products, model maintenance and performance tracking
Servicing of alternative investments and foreign accounts, including setup and maintenance
May participate in live meetings with the Financial Advisor and their respective client(s)
Manages budgeting and tracking of Financial Advisor expenses
Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team’s performance
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office

Fulltime

Registered Client Service Associate

Celebrating more than 60 years of rich history and recognition for service and e...

Location

United States , Holland, Michigan

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 required
Series 63, 65 and/or 66 as required by state
Knowledge of Company’s working structure, policies, mission, and strategies
Knowledge of Managed account platforms
Knowledge of General office practices, procedures, and methods
Knowledge of Investment concepts, practices and procedures used in the securities industry
Knowledge of Financial markets, products and industry regulations
Knowledge of Trading terminology

Job Responsibility

Serves as first point of contact to service a high volume of daily interactions
Works both independently and within a dynamic team environment to provide crucial support
Onboards new clients, opens new client accounts and researches client and security information
Ensures key client information and documentation is current with firm and industry requirements
Processes and monitors the transfer of assets
Monitors available cash awaiting investment
Reviews, assesses and responds to all corporate action items and client account alerts
Prepares financial reports, spreadsheets and other materials for client meetings
Inputs orders and rebalances portfolios on behalf of the Financial Advisors
Creates and maintains records and files utilizing Client Relationship Management (CRM) software

Fulltime

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What we offer

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