Client Services Associate - Financial Advisor Support

Raymond James, Inc.; Cottonwood Heights (UT); Presencial; USD 45.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision

Retirement savings plan

Paid time off

Parental leave

Descripción de la vacante

Raymond James, Inc. is seeking a Registered Client Service Associate in Cottonwood Heights, UT. You will support financial advisors by handling high volumes of client inquiries, onboarding new clients, and maintaining accurate account records.

This role requires precise data handling, cross-team collaboration, and timely responses across phone, email, and in-person interactions. The position involves monitoring asset transfers, preparing client reports, and assisting with marketing efforts while

Formación

• High School diploma or equivalent; securities industry exposure preferred.
• Licensing such as SIE required; Series 7 and 63/65/66 as applicable.
• Experience with CRM systems and equity/option concepts is a plus.

Responsabilidades

• Serves as first point of contact for a high volume of daily interactions.
• Onboards new clients and opens new accounts; researches client data.
• Updates client information to comply with firm policies and regulations.
• Processes transfers and monitors asset movement; reviews corporate actions.
• Prepares reports, inputs orders, and rebalances portfolios for advisors.
• Maintains CRM records; supports marketing events and client communications.

Conocimientos

Communication

CRM software

Excel

Attention to detail

Customer service

Educación

High School Diploma or equivalent

SIE certification

Series 7 required

Series 63/65/66 as required

Herramientas

CRM software

Descripción del empleo

Raymond James, Inc. is seeking a Registered Client Service Associate in Cottonwood Heights, UT. You will support financial advisors by handling high volumes of client inquiries, onboarding new clients, and maintaining accurate account records.

This role requires precise data handling, cross-team collaboration, and timely responses across phone, email, and in-person interactions. The position involves monitoring asset transfers, preparing client reports, and assisting with marketing efforts while