Client Service Associate - Hybrid, High-Touch Support

100 Raymond James & Associates, Inc.; Ponte Vedra Beach (FL); Hybrid; USD 52,000 - 70,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate to support Financial Advisors and their clients, delivering high-touch administrative support across multiple platforms. The role emphasizes accurate, discreet handling of client data, onboarding new accounts, and proactive service in a fast-paced environment.

The candidate will work within a hybrid setting, interacting with advisors and clients, preparing reports, and assisting with client events and marketing efforts, while

Qualifications

• High School Diploma or equivalent and 1+ year securities industry experience preferred.
• Bachelor’s Degree preferred.

Responsibilities

• Serves as first point of contact to service a high volume of daily interactions by phone, in person, or email.
• Onboards new clients and opens new accounts, researching client information using internal databases.
• Prepares financial reports and materials for client meetings and inputs orders to rebalance portfolios.

Skills

Client service

CRM software

Excel

Communication

Onboarding

Education

High School diploma or equivalent

Bachelor’s degree preferred

Tools

CRM software

Job description

Raymond James is seeking a dynamic Registered Client Service Associate to support Financial Advisors and their clients, delivering high-touch administrative support across multiple platforms. The role emphasizes accurate, discreet handling of client data, onboarding new accounts, and proactive service in a fast-paced environment.

The candidate will work within a hybrid setting, interacting with advisors and clients, preparing reports, and assisting with client events and marketing efforts, while