Client Service Associate – Financial Advisory Support

raymondjames; Bedford (NH); On-site; USD 45,000 - 65,000; Full time

Job summary

Raymond James seeks a dynamic Registered Client Service Associate to provide high-touch administrative support for Financial Advisors, clients, and branch staff. You will handle a high volume of inquiries via phone, email, in-person, and virtual channels while maintaining strict accuracy and timely follow-up.

Ideal candidates will excel at multi-tasking, organizing, and coordinating with advisors to deliver exceptional service.

Qualifications

• High School Diploma or equivalent; 1+ year securities industry or related experience preferred.
• Equivalent combination of experience, education, and/or training as approved by HR.
• SIE certification required.

Responsibilities

• Serves as first point of contact for a high volume of daily interactions with clients and prospects.
• Onboards new clients and opens accounts.
• Researches client and security information using internal databases.
• Ensures client information complies with firm policies and regulations.
• Processes and monitors asset transfers.
• Prepares financial reports and inputs orders for advisors.

Skills

Communication

Multi-platform communication

Organization

Attention to detail

Time management

Customer service

Teamwork

Education

High School Diploma or equivalent

SIE certification

1+ years securities industry experience

Tools

CRM software

Goal planning software

Excel

Job description

Raymond James seeks a dynamic Registered Client Service Associate to provide high-touch administrative support for Financial Advisors, clients, and branch staff. You will handle a high volume of inquiries via phone, email, in-person, and virtual channels while maintaining strict accuracy and timely follow-up.

Ideal candidates will excel at multi-tasking, organizing, and coordinating with advisors to deliver exceptional service.