Client Service Associate – Financial Advisory

Raymond James; Michigan; On-site; USD 42,000 - 60,000; Full time

Job summary

Raymond James in Michigan is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will manage inquiries, schedule meetings, onboard new clients, and maintain client records.

The role requires strong communication, attention to detail, and proficiency with CRM systems and Excel. You will work independently and with a team to ensure timely processing of client assets, reports, and meetings while upholding regulatory

Qualifications

• High school diploma or equivalent required; securities industry experience preferred.
• Licensing: SIE; Series 7; Series 63/65/66 as required by state.

Responsibilities

• Serves as first point of contact for high-volume client interactions via phone, in person, and virtual meetings.
• Onboards new clients, opens accounts, and researches client and security information using internal databases.
• Ensures client information/documentation complies with firm and regulatory requirements.
• Processes asset transfers and monitors cash awaiting investment; contacts clients about opportunities.
• Prepares financial reports, spreadsheets, and materials for client meetings; inputs orders and rebalances portfolios.

Skills

CRM software

Effective communication

Customer service

Excel

Attention to detail

Time management

Problem solving

Education

High School Diploma or equivalent

SIE, Series 7, 63/65/66 licenses

Tools

CRM software

Microsoft Office

Trading platforms

Job description

Raymond James in Michigan is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will manage inquiries, schedule meetings, onboard new clients, and maintain client records.

The role requires strong communication, attention to detail, and proficiency with CRM systems and Excel. You will work independently and with a team to ensure timely processing of client assets, reports, and meetings while upholding regulatory