Client Services Associate - Financial Advisor Support

100 Raymond James & Associates, Inc.; Coral Gables (FL); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Life insurance and disability benefits

Paid time off and retirement savings

Job summary

100 Raymond James & Associates, Inc. seeks a dynamic Registered Client Service Associate to support Financial Advisors and clients in a fast-paced branch environment. You will handle onboarding, account setup, and client communications across phone, email, in-person, and virtual channels.

The role emphasizes accuracy, timely service, and collaboration with branch staff to ensure client satisfaction and regulatory compliance.

Qualifications

• Experience supporting financial advisors or client-facing teams.
• Strong communication skills across phone, email, in-person, and virtual channels.
• Familiarity with securities industry terminology and processes.

Responsibilities

• Serve as first point of contact for high-volume client interactions across multiple channels.
• Onboard new clients, open accounts, and verify client information.
• Maintain accurate client records and documentation per firm requirements.
• Process and monitor asset transfers and scheduled investment opportunities.
• Prepare client meeting materials and assist with marketing events.

Skills

CRM software

Multi-channel communication

Excel reporting

Account onboarding

Attention to detail

Client service

Time management

Education

High School Diploma

Tools

CRM systems

Job description

100 Raymond James & Associates, Inc. seeks a dynamic Registered Client Service Associate to support Financial Advisors and clients in a fast-paced branch environment. You will handle onboarding, account setup, and client communications across phone, email, in-person, and virtual channels.

The role emphasizes accuracy, timely service, and collaboration with branch staff to ensure client satisfaction and regulatory compliance.