Client Services Associate – Financial Advisor Support

Raymond James; Clearwater (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision plans

Retirement plan

Paid time off

Parental leave

Job summary

Raymond James is seeking a Registered Client Service Associate in the United States, located in Clearwater, FL. The role provides high-touch administrative support to Financial Advisors, their prospective and existing clients, and branch staff.

You will communicate across phone, email, in-person, and virtual channels while organizing and tracking complex tasks in a fast-paced environment. The ideal candidate will be detail-oriented, proactive, with strong problem-solving abilities and a

Qualifications

• One year or more securities industry or related work experience preferred.
• SIE required unless grandfathering applies.
• Series 7 required; Series 63/65/66 as state requires.

Responsibilities

• Serve as first point of contact for high-volume client interactions by phone, email, in person, or via mailings.
• Onboard new clients and open accounts; research client and security data in internal databases.
• Ensure client information and documentation comply with firm rules and regulations.
• Process and monitor asset transfers, cash management, and investment opportunities.
• Prepare financial reports, spreadsheets, and materials for client meetings.
• Input orders and rebalance portfolios for Financial Advisors.
• Maintain records using Client Relationship Management (CRM) software.
• Support advisors with seminars and client-facing events.

Skills

CRM software

Excel

Communication skills

Customer service

Financial terminology

Education

High School Diploma or equivalent

Tools

CRM software

Trading platforms

Internal databases

Job description

Raymond James is seeking a Registered Client Service Associate in the United States, located in Clearwater, FL. The role provides high-touch administrative support to Financial Advisors, their prospective and existing clients, and branch staff.

You will communicate across phone, email, in-person, and virtual channels while organizing and tracking complex tasks in a fast-paced environment. The ideal candidate will be detail-oriented, proactive, with strong problem-solving abilities and a