Bradford Marcotte
- Role
- Registered Client Service Associate at Raymond James
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Bradford Marcotte
I grew up in Duxbury, Massachusetts, where I was exposed to a lot of sports growing up. I…
Experience
Registered Client Service Associate
Aug 2020 — Present
Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries and providing quotes. Solicits and receives orders for the Financial Advisor. May enter unsolicited trades at the direction of the Financial Advisor. May service less active accounts. Researches client and security information through the back office system. 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 databases and creates reports using portfolio software programs. Assists Financial Advisors with marketing efforts including seminars, 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 Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC
Skills
- Organization Skills
- Microsoft Excel
- Social Media
- Time Management
- Public Speaking
- Microsoft Office
- Leadership
- Research
- Team Building
- Teamwork
- Customer Service
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