Client Services Associate - Financial Advisor Support

100 Raymond James & Associates, Inc.; Atlanta (GA); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James & Associates, Inc. seeks a Registered Client Service Associate to support Financial Advisors and clients with high-touch administrative tasks.

You will handle client inquiries across phone, email, in-person, and virtual channels while maintaining organized records and ensuring regulatory compliance. The role requires strong communication, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

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

Responsibilities

• Serves as first point of contact to service a high volume of daily interactions with clients.
• Provides crucial support to financial advisors and branch office.
• Onboards new clients, opens accounts, researches client information.
• Ensures client information and documentation meet firm and industry requirements.
• Processes and monitors transfers of assets.
• Monitors cash reports and contacts clients with investment opportunities.
• Prepares financial reports and client meeting materials.
• Inputs orders and rebalances portfolios for advisors.
• Maintains CRM records and files.

Skills

Effective communication

CRM software

Organizational skills

Financial knowledge

Excel

Team player

Education

High School Diploma

SIE Certification

Series 7 Certification

Series 63/65/66 as required

Tools

CRM software

Job description

Raymond James & Associates, Inc. seeks a Registered Client Service Associate to support Financial Advisors and clients with high-touch administrative tasks.

You will handle client inquiries across phone, email, in-person, and virtual channels while maintaining organized records and ensuring regulatory compliance. The role requires strong communication, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.