Client Experience & Advisor Support Specialist

Raymond James; Washington (District of Columbia); On-site; USD 55,000 - 80,000; Full time

Job summary

Raymond James in Washington, DC is seeking a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will handle onboarding, account openings, trade inputs, and CRM maintenance with a focus on precise, timely service.

The role requires effective communication across multiple platforms and strong organization in a fast-paced environment. A HS diploma and FINRA licenses are expected.

Qualifications

• 1+ year securities industry or related work experience preferred.
• SIE certification required; Series 7 completed or in progress; additional state licenses as required.
• Proven ability to handle high-volume client interactions with accuracy.

Responsibilities

• Serve as first point of contact to support a high volume of daily client interactions by phone, email, in-person or virtual.
• Onboard new clients, open accounts, and research client and security information using internal databases.
• Process and monitor asset transfers, and monitor cash awaiting investment.
• Prepare financial reports, spreadsheets, and materials for client meetings.
• Input orders and rebalance portfolios on behalf of Financial Advisors.
• Maintain CRM records and assist with marketing events and training.

Skills

CRM software

Excel

Communication skills

Multi-platform support

Attention to detail

Time management

Team collaboration

Education

High School Diploma or equivalent

Tools

CRM software

Excel

Job description

Raymond James in Washington, DC is seeking a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will handle onboarding, account openings, trade inputs, and CRM maintenance with a focus on precise, timely service.

The role requires effective communication across multiple platforms and strong organization in a fast-paced environment. A HS diploma and FINRA licenses are expected.