Advisor Support | Financial Client Services

Raymond James Financial, Inc.; Fort Lauderdale (FL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Disability benefits

Retirement savings plan

Paid time off

Parental leave

Job summary

Raymond James Financial, Inc. in Fort Lauderdale is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-touch administrative tasks.

The role emphasizes effective communication across phone, email, in-person, and virtual channels, and requires organized, detail-oriented problem solving in a fast-paced environment. The ideal candidate will have experience in securities operations, basic account maintenance, and the ability to onboard clients, research

Qualifications

• High School Diploma or equivalent required.
• 1+ year securities industry or related experience preferred.
• SIE required; Series 7, and 63/65/66 as required by state.

Responsibilities

• Serves as first point of contact to service a high volume of daily interactions with clients via phone, in person, or virtual.
• Onboards new clients, opens new client accounts, and researches client data.
• Processes and monitors asset transfers to ensure successful receipt.
• Monitors cash awaiting investment and identifies opportunities to maximize returns.
• Prepares financial reports and inputs orders and rebalances portfolios for Advisors.
• Maintains records using CRM software and supports marketing efforts.

Skills

Communication

CRM software

Excel

Customer service

Time management

Teamwork

Education

High School diploma or equivalent

Tools

CRM software

Job description

Raymond James Financial, Inc. in Fort Lauderdale is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-touch administrative tasks.

The role emphasizes effective communication across phone, email, in-person, and virtual channels, and requires organized, detail-oriented problem solving in a fast-paced environment. The ideal candidate will have experience in securities operations, basic account maintenance, and the ability to onboard clients, research