Client Services Associate — Financial Advisor Support

Raymond James; Charlotte (NC); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Benefits package

Medical, dental, and vision

Retirement savings plan

Job summary

Raymond James in the United States seeks a Registered Client Service Associate to support financial advisors and clients with high-touch administrative tasks. You will handle inquiries across multiple platforms, onboard new clients, open accounts, and research client data using internal systems.

The role emphasizes accuracy and timely service in a fast-paced branch environment. Responsibilities include processing transfers, monitoring cash, preparing reports, and coordinating meetings while

Qualifications

• High School Diploma or equivalent and 1+ years securities industry or related work experience preferred.
• SIE required; Series 7, 63, 65 and/or 66 as required by state.
• Strong communication and organizational skills in a fast-paced environment.

Responsibilities

• Serve as first contact to handle high volume inquiries via phone, email, in person, and virtual.
• Onboard new clients, open accounts, and research client and security information.
• Process asset transfers and monitor cash available for investment.
• Prepare financial reports and input orders for advisors.
• Maintain CRM records and support marketing events.

Skills

CRM software

Excel

Client communication

Scheduling

Documentation accuracy

Financial industry knowledge

Education

High School diploma

Tools

CRM system

Excel

Goal planning software

Job description

Raymond James in the United States seeks a Registered Client Service Associate to support financial advisors and clients with high-touch administrative tasks. You will handle inquiries across multiple platforms, onboard new clients, open accounts, and research client data using internal systems.

The role emphasizes accuracy and timely service in a fast-paced branch environment. Responsibilities include processing transfers, monitoring cash, preparing reports, and coordinating meetings while