Client Service Associate for Financial Advisors

Raymondjames; Memphis (TN); On-site; USD 48,000 - 72,000; Full time

Job summary

Raymond James in the United States seeks a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. You will communicate across phone, email, in-person, and virtual channels and manage multiple tasks with changing priorities in a fast-paced environment.

Responsibilities include onboarding new clients, opening accounts, researching client and security information, updating documentation, processing transfers, and preparing

Qualifications

• High School Diploma or equivalent; 1+ years securities industry experience preferred.
• Strong communication across platforms (phone, email, in-person, virtual) and ability to manage multiple tasks with changing priorities.

Responsibilities

• Serve as first point of contact for high volume inquiries and scheduling for clients.
• Onboard new clients, open accounts, research client and security information using internal databases.
• Ensure client information and documentation are current with firm requirements.
• Process and monitor asset transfers and monitor cash awaiting investment.
• Prepare financial reports and inputs for client meetings; input orders for advisors.
• Maintain records in CRM and support marketing events.

Skills

CRM software

Excel

Communication

Organizational skills

Customer service

Problem solving

Multi-tasking

Teamwork

Education

High School Diploma

FINRA licenses: SIE

FINRA licenses: Series 7

FINRA licenses: Series 63

Tools

CRM software (e.g., Salesforce)

Excel

Job description

Raymond James in the United States seeks a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. You will communicate across phone, email, in-person, and virtual channels and manage multiple tasks with changing priorities in a fast-paced environment.

Responsibilities include onboarding new clients, opening accounts, researching client and security information, updating documentation, processing transfers, and preparing