Client Services & Advisor Support Associate

Raymond James; Memphis (TN); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, and vision

Paid time off

Retirement savings

Parental leave

Job summary

Raymond James is recruiting a Registered Client Service Associate to deliver high-touch administrative support to Financial Advisors, clients, and branch staff. You will communicate across phone, email, in-person, and virtual channels, organizing and tracking multiple tasks with changing priorities in a fast-paced setting.

The role emphasizes onboarding new clients, opening accounts, researching client data, and ensuring regulatory compliance.

Qualifications

• High School Diploma or equivalent and 1+ years securities industry or related experience preferred.
• Experience in financial services or brokerage environment is a plus.
• Ability to manage multiple tasks and deadlines in a fast-paced setting.

Responsibilities

• Serve as first point of contact, handling high volume inquiries by phone, email, in-person, and virtual.
• Onboard new clients, open accounts, and research client information using internal databases.
• Ensure client information and documentation meet firm and regulatory requirements.
• Process transfers of assets and monitor cash available for investment.
• Prepare financial reports and inputs for client meetings; support advisors with marketing events.

Skills

CRM software

Excel

Communication skills

Customer service

Team collaboration

Education

High School Diploma or equivalent

Tools

CRM software

Excel

Job description

Raymond James is recruiting a Registered Client Service Associate to deliver high-touch administrative support to Financial Advisors, clients, and branch staff. You will communicate across phone, email, in-person, and virtual channels, organizing and tracking multiple tasks with changing priorities in a fast-paced setting.

The role emphasizes onboarding new clients, opening accounts, researching client data, and ensuring regulatory compliance.