Client Service Associate — Financial Advisors Support

Raymond James Financial, Inc.; Naples (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision

Retirement plan

Paid time off

Job summary

Raymond James Financial, Inc. is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, prospective and existing clients, and branch staff in a fast-paced environment.

You will onboard clients, open accounts, and research client data, while maintaining accurate documentation and supporting marketing efforts. The role emphasizes effective communication across platforms (phone, email, in-person, virtual), meticulous task management, and

Qualifications

• High School Diploma or equivalent with securities industry experience preferred.
• SIE certification required; exemption/grandfathering not applicable.
• Series 7 required; Series 63/65/66 as state requirements.
• Experience with CRM and financial services operations is a plus.

Responsibilities

• Serve as the first point of contact for a high volume of client inquiries via phone, email, in person, or virtually.
• Onboard new clients and open client accounts; research client data in internal databases.
• Assist Advisors with account transfers, asset monitoring, and cost basis checks.
• Prepare financial reports and materials for client meetings; input orders and rebalance portfolios.
• Maintain and organize client records using CRM and other systems; support marketing events.

Skills

CRM software

Communication skills

Excel reporting

Organizational skills

Customer service

Financial concepts

Multiplatform communication

Education

High School Diploma

SIE

Series 7

Series 63/65/66

Tools

CRM software

Job description

Raymond James Financial, Inc. is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, prospective and existing clients, and branch staff in a fast-paced environment.

You will onboard clients, open accounts, and research client data, while maintaining accurate documentation and supporting marketing efforts. The role emphasizes effective communication across platforms (phone, email, in-person, virtual), meticulous task management, and