Client Service Associate — Financial Advisor Support & Ops

raymondjames; Ponte Vedra Beach (FL); On-site; USD 42,000 - 66,000; Full time

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate to join our team. You will provide high-touch administrative support to Financial Advisors, prospective and existing clients, and branch staff, across multiple platforms.

The role focuses on onboarding, client servicing, data management, and proactive problem solving in a fast-paced environment. The successful candidate will coordinate with advisors to ensure accurate, timely service, manage workflows, and contribute to a

Qualifications

• Excellent communication across phone, email, in-person and virtual channels.
• Experience using CRM software to manage client data and activity.
• Knowledge of financial markets, investment products, and industry regulations.

Responsibilities

• Serve as first point of contact for high-volume client interactions.
• Support Financial Advisors and branch staff with administrative tasks.
• Onboard new clients and open accounts; verify client information.
• Process asset transfers and monitor cost basis accuracy.
• Prepare reports and materials for client meetings and reviews.
• Input orders and rebalance client portfolios as directed by Advisors.

Skills

CRM software

Microsoft Excel

Communication across platforms

Organizational skills

Client onboarding

Asset transfers

Financial markets knowledge

Securities industry regulations

Scheduling meetings

Team support to advisors

Tools

CRM systems

Job description

Raymond James is seeking a dynamic Registered Client Service Associate to join our team. You will provide high-touch administrative support to Financial Advisors, prospective and existing clients, and branch staff, across multiple platforms.

The role focuses on onboarding, client servicing, data management, and proactive problem solving in a fast-paced environment. The successful candidate will coordinate with advisors to ensure accurate, timely service, manage workflows, and contribute to a