Client Service Associate for Financial Advisors

raymondjames; St. Louis (MO); On-site; USD 42,000 - 65,000; Full time

Job summary

Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role requires handling inquiries, opening client accounts, and maintaining accurate documentation while ensuring regulatory compliance.

You will use CRM systems, Excel, and various communication channels to deliver exceptional service, organize tasks, and assist with meetings and client events.

Qualifications

• High School Diploma or equivalent with securities industry experience preferred.
• SIE required; Series 7 required; Series 63/65/66 as required by state.
• Strong communication and client service skills.

Responsibilities

• Serves as first contact for a high volume of client interactions via phone, in person, or email.
• Onboards new clients and opens accounts, researching information in internal systems.
• Creates financial reports and materials for client meetings and prepares quotes.
• Maintains CRM records and supports advisors with scheduling and marketing events.

Skills

CRM software

Excel

Communication

Organizational skills

Customer service

Attention to detail

Problem solving

Education

High School Diploma

SIE

Series 7

Series 63/65/66 (as required)

Tools

Excel

CRM software

Job description

Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role requires handling inquiries, opening client accounts, and maintaining accurate documentation while ensuring regulatory compliance.

You will use CRM systems, Excel, and various communication channels to deliver exceptional service, organize tasks, and assist with meetings and client events.