Registered Client Service Associate

Raymond James•Manassas, VA

About The Position

“Great things in business are never done by one person. They’re done by a team of people.” Our mission is to enrich the lives of our clients and their families by providing quality independent financial advice. Nothing is more important to us than our clients – that’s the approach we take by providing a high degree of attention and service. McDermott Armati Wealth Strategies is seeking a Registered Client Service Associate who shares our vision and mission. This essential role helps to provide high touch administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills as well as the ability to excel in a fast-paced, detail-oriented work environment. Join us and see where a career at McDermott Armati could take you!

Requirements

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
Bachelor’s degree preferred
3+ years of experience in wealth management or advisory support
SIE, Series 7 & 63/65 or 66
Insurance license

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