Client Services Associate — Financial Advisor Support

Raymond James; Cottonwood Heights (UT); Sur place; USD 42 000 - 66 000; Plein temps

Avantages offerts par ce poste

Benefits package

Résumé du poste

Raymond James is seeking a dynamic Registered Client Service Associate to join our growing branch. This role provides high-quality administrative support to Financial Advisors, their clients, and staff, using multiple channels—phone, email, in person, and virtual.

You will onboard new clients, open accounts, monitor client data, prepare reports, and help with marketing efforts. The ideal candidate is detail‑oriented, organized, with strong communication skills and the ability to navigate

Qualifications

• High School Diploma or equivalent with 1+ year securities industry experience.
• Licenses: Series 7 required; Series 63/65/66 as required.
• Excellent communication and customer service skills.

Responsabilités

• Serve as first point of contact for high volume client inquiries via phone, email, in person.
• Onboard new clients and open accounts.
• Research client and security information using internal databases.
• Prepare financial reports and client meeting materials.
• Input orders and rebalance portfolios on behalf of Financial Advisors.
• Maintain CRM records and assist with marketing events.

Connaissances

CRM software

Excel

Customer service

Communication

Time management

Formation

High School Diploma or equivalent

Outils

CRM software

Microsoft Office

Description du poste

Raymond James is seeking a dynamic Registered Client Service Associate to join our growing branch. This role provides high-quality administrative support to Financial Advisors, their clients, and staff, using multiple channels—phone, email, in person, and virtual.

You will onboard new clients, open accounts, monitor client data, prepare reports, and help with marketing efforts. The ideal candidate is detail‑oriented, organized, with strong communication skills and the ability to navigate