Client Service Associate — Financial Advisor Support

Raymond James Financial, Inc.; Fort Lauderdale (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff.

The role requires strong communication across multiple platforms and the ability to manage many detailed tasks in a fast-paced environment. You will onboard clients, open accounts, process asset transfers, monitor cash and investments, and assist with client meetings and events.

Qualifications

• High School Diploma or equivalent; 1+ year securities industry or related work experience preferred.
• Experience in client service and financial industry terminology beneficial.
• Strong communication across phone, email, in-person, and virtual channels.

Responsibilities

• Serve as first contact for high volume client inquiries and scheduling.
• Onboard new clients and open client accounts; research client information.
• Process asset transfers and monitor cash available for investment.
• Prepare financial reports and rebalance portfolios on behalf of advisors.
• Maintain CRM records and assist with client-facing events.

Skills

CRM software

Excel

Communication skills

Time management

Client service

Problem solving

Education

High School Diploma

Tools

CRM software

Goal planning software

Job description

Raymond James Financial, Inc. is seeking a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff.

The role requires strong communication across multiple platforms and the ability to manage many detailed tasks in a fast-paced environment. You will onboard clients, open accounts, process asset transfers, monitor cash and investments, and assist with client meetings and events.