Client Service Associate - Financial Advisor Support

raymondjames; Charlotte (NC); On-site; USD 42,000 - 65,000; Full time

Job summary

Raymond James is seeking a Registered Client Service Associate to support Financial Advisors, their clients, and branch staff. The role emphasizes effective communication across channels, organization, and meticulous task management in a fast-paced environment.

The candidate will onboard clients, open accounts, research information, and prepare financial reports for meetings. Strong CRM and Excel skills, plus a client-focused, proactive approach, are essential.

Qualifications

• High school diploma or equivalent with securities industry exposure preferred.
• SIE license required; strong communication and multitasking skills expected.
• Proficiency with CRM systems and Excel for client reporting.

Responsibilities

• Serves as first contact for high volume client interactions via phone, in person, or email.
• Onboards new clients, opens accounts, and researches client data using internal tools.
• Prepares reports and materials for client meetings and transactions.
• Maintains accurate client records and supports marketing events.

Skills

Effective communication

Customer service

Organization & multitasking

Problem solving

Education

High School Diploma or equivalent

SIE certification

Tools

CRM software

Excel spreadsheets

Job description

Raymond James is seeking a Registered Client Service Associate to support Financial Advisors, their clients, and branch staff. The role emphasizes effective communication across channels, organization, and meticulous task management in a fast-paced environment.

The candidate will onboard clients, open accounts, research information, and prepare financial reports for meetings. Strong CRM and Excel skills, plus a client-focused, proactive approach, are essential.