Financial Advisory Client Services Associate

Aplaro Ltd; United Kingdom; On-site; GBP 26,000 - 42,000; Full time

Job summary

Raymond James in the United Kingdom is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role demands strong communication across phone, email, in-person, and virtual channels, plus the ability to organize and track many tasks in a fast-paced environment.

You will onboard new clients, open accounts, research client data, monitor transfers, and prepare reports for client meetings.

Qualifications

• High School Diploma or equivalent and 1+ years securities industry experience.
• Licensing: SIE, Series 7; Series 63/65/66 as required.
• Strong communication and client service skills.
• Experience using CRM and financial software.

Responsibilities

• Serve as first point of contact for high-volume client interactions via phone, in person, and email.
• Support financial advisors and branch staff with administrative tasks.
• Onboard clients, open accounts, and verify client information.
• Process asset transfers and monitor cash readiness for investments.
• Prepare client meeting materials and maintain CRM records.
• Assist with marketing events and participate in training opportunities.

Skills

CRM software

Excel

Communication skills

Organizational skills

Financial product knowledge

Education

High School Diploma

Series 7

Series 63/65/66

SIE

Tools

CRM software

Trading platforms

Portfolio systems

Job description

Raymond James in the United Kingdom is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role demands strong communication across phone, email, in-person, and virtual channels, plus the ability to organize and track many tasks in a fast-paced environment.

You will onboard new clients, open accounts, research client data, monitor transfers, and prepare reports for client meetings.