Client Services Associate - Financial Advisor Support

Raymond James; Springfield (MA); On-site; USD 50,000 - 61,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) plan with company matching

Paid time off and career development

Job summary

Raymond James seeks a dynamic Registered Client Service Associate to support Financial Advisors and clients across multiple communication channels, ensuring accurate, timely responses and meticulous task management.

The role emphasizes onboarding new clients, researching accounts in internal systems, and producing client-ready reports while maintaining compliance with industry regulations. A strong customer-service mindset and collaborative approach are essential.

Qualifications

• High School Diploma or equivalent required; 1+ years securities industry experience preferred.
• Strong communication and organizational skills; ability to manage multiple tasks with deadlines.

Responsibilities

• Serve as first point of contact for daily client interactions via phone, email, in-person, and virtual meetings.
• Provide essential support to Financial Advisors and branch staff; onboard new clients and open accounts.
• Research client and security information in internal databases; ensure documentation is compliant.
• Prepare financial reports and client meeting materials; input orders and rebalance portfolios as needed.
• Maintain CRM records and assist with marketing events and client outreach.

Skills

Communication skills

Multi-platform support

Client service

Organization & multitasking

CRM software

Excel reporting

Team collaboration

Problem solving

Education

High School Diploma or equivalent

Experience in securities industry preferred

Tools

CRM software

Excel

Job description

Raymond James seeks a dynamic Registered Client Service Associate to support Financial Advisors and clients across multiple communication channels, ensuring accurate, timely responses and meticulous task management.

The role emphasizes onboarding new clients, researching accounts in internal systems, and producing client-ready reports while maintaining compliance with industry regulations. A strong customer-service mindset and collaborative approach are essential.