Client Service Associate—Financial Advisor Support

Raymond James; Naples (FL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Retirement savings plan

Paid time off

Job summary

Raymond James in Naples, FL is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role emphasizes accurate data handling, scheduling, onboarding, and client communication across phone, email, in-person, and virtual channels.

Strong organizational skills and meticulous attention to regulatory requirements are essential.

Qualifications

• HS diploma or equivalent; 1+ year securities industry experience preferred.
• SIE required; Series 7 required; Series 63/65/66 as required by state.

Responsibilities

• Serves as first point of contact to service a high volume of daily interactions with clients and prospects across multiple channels.
• Onboards new clients, opens client accounts, and researches client information.
• Ensures client information and documentation are current with firm rules and regulations.
• Processes and monitors asset transfers and ensures cost basis accuracy.
• Monitors cash awaiting investment and communicates opportunities to clients.
• Prepares financial reports and materials for client meetings.
• Inputs orders and rebalances portfolios for Financial Advisors.
• Maintains CRM records and supports marketing events.
• Engages in training and development to stay current with policies.

Skills

CRM software

Excel

Communication

Attention to detail

Time management

Customer service

Problem solving

Teamwork

Organizational skills

Education

High School Diploma

SIE

Series 7

Series 63/65/66

Tools

CRM software

Job description

Raymond James in Naples, FL is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role emphasizes accurate data handling, scheduling, onboarding, and client communication across phone, email, in-person, and virtual channels.

Strong organizational skills and meticulous attention to regulatory requirements are essential.