Client Service Associate — Financial Advisor Support

Raymond James; Boca Raton (FL); On-site; USD 64,125 - 105,925; Full time

Job summary

Raymond James is seeking a Registered Client Service Associate in Boca Raton to provide essential administrative support to financial advisors and clients. The ideal candidate should possess effective communication skills, organizational abilities, and a commitment to customer service. Primarily responsible for managing client inquiries, onboarding new accounts, and ensuring accurate documentation, this role is essential to enhancing client relationships and supporting the team in a fast-paced environment.

Qualifications

• High School Diploma or equivalent required.
• 1+ years of relevant experience preferred.
• SIE, Series 7, and Series 63/65/66 licenses are required.

Responsibilities

• Serve as the first point of contact for client inquiries.
• Onboard new clients and open new accounts.
• Prepare financial reports and manage client documentation.

Skills

Effective communication

Client Relationship Management

Organizational skills

Analytical skills

Problem solving

Education

High School Diploma or equivalent

Tools

CRM software

Excel

Job description

Raymond James is seeking a Registered Client Service Associate in Boca Raton to provide essential administrative support to financial advisors and clients. The ideal candidate should possess effective communication skills, organizational abilities, and a commitment to customer service. Primarily responsible for managing client inquiries, onboarding new accounts, and ensuring accurate documentation, this role is essential to enhancing client relationships and supporting the team in a fast-paced environment.