Client Service Associate: Financial Advisor Support

Raymond James Financial, Inc.; Bedford (NH); On-site; USD 52,000 - 76,000; Full time

Job summary

Raymond James Financial, Inc. in Bedford, NH seeks a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will handle onboarding, account openings, and client inquiries across multiple channels, ensuring accuracy and compliance.

The role involves managing schedules, preparing reports, and assisting with client events while leveraging CRM systems and Excel for detailed tracking and communication.

Qualifications

• High School Diploma or equivalent and securities industry experience preferred.
• Proficiency with CRM systems and Excel for reporting.
• Strong communication and organizational skills with attention to detail.

Responsibilities

• Serve as first point of contact for high-volume client interactions by phone, in person, or virtually.
• Onboard new clients, open accounts, and verify client information in internal systems.
• Process asset transfers and monitor cash available for investments.
• Prepare financial reports and rebalance portfolios with advisors' input.
• Maintain CRM records and support marketing events for clients.

Skills

CRM software

Excel

Effective communication

Customer service

Time management

Multi-tasking

Teamwork

Attention to detail

Problem solving

Education

High School Diploma or equivalent

Tools

CRM software

Trading terminology

Job description

Raymond James Financial, Inc. in Bedford, NH seeks a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will handle onboarding, account openings, and client inquiries across multiple channels, ensuring accuracy and compliance.

The role involves managing schedules, preparing reports, and assisting with client events while leveraging CRM systems and Excel for detailed tracking and communication.