Client Services & Account Support Specialist

Raymond James; Bedford (NH); Hybrid; USD 42,000 - 62,000; 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 clients with high-quality administrative service. The role emphasizes effective communication across platforms and the ability to manage multiple tasks in a fast-paced environment.

The position involves onboarding clients, maintaining records in CRM, assisting with marketing events, and supporting daily branch operations in a hybrid work setting.

Qualifications

• High School Diploma or equivalent; 1+ year securities industry experience preferred.
• Experience in securities industry is preferred for this role.
• Strong communication across multiple platforms (phone, email, in-person, virtual).

Responsibilities

• Serve as first point of contact for high-volume daily interactions with clients by phone, in person, or via email.
• Support Financial Advisors and branch staff with administrative tasks and client service.
• Onboard new clients and open new accounts; verify client and security information.
• Maintain accurate client data and documentation per firm rules and industry regulations.
• Process asset transfers and monitor cash awaiting investment; communicate opportunities to clients.
• Prepare financial reports and assist with client meetings.
• Input orders and rebalance portfolios on behalf of Financial Advisors.
• Maintain CRM records and assist with client-facing events and seminars.

Skills

CRM software

Excel

Communication

Team collaboration

Customer service

Education

High School Diploma or equivalent

Tools

CRM software

Job description

Raymond James is seeking a dynamic Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative service. The role emphasizes effective communication across platforms and the ability to manage multiple tasks in a fast-paced environment.

The position involves onboarding clients, maintaining records in CRM, assisting with marketing events, and supporting daily branch operations in a hybrid work setting.