Client Services Associate – Financial Advisor Support

100 Raymond James & Associates, Inc.; Washington (District of Columbia); On-site; USD 55,000 - 80,000; Full time

Job summary

Raymond James seeks a dynamic Registered Client Service Associate to support Financial Advisors, prospective and existing clients, and branch staff. You will provide high quality administrative support, handle multiple tasks across phone, email, in-person and virtual channels, and help manage client accounts in a fast-paced environment.

Key qualifications include a High School Diploma, SIE and Series 7 licenses with state requirements for 63/65/66 as applicable, plus strong communication,

Qualifications

• High School diploma or GED with securities industry experience preferred.
• SIE and Series 7 licenses required; 63/65/66 as state requirements.
• Strong communication and client service skills required.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Serve as first point of contact for high-volume client interactions via phone, email, in person, or virtual.
• Onboard new clients, open accounts, and research client information using internal databases.
• Ensure documentation complies with firm and regulatory requirements.
• Process and monitor asset transfers; monitor cash available for investment and advise on opportunities.
• Prepare financial reports and inputs orders and rebalances for Advisors.

Skills

CRM software

Excel reporting

Communication skills

Financial services knowledge

Education

High School Diploma

SIE certification

Series 7 license

Series 63/65/66 as required

Tools

Trading platforms

CRM software

Job description

Raymond James seeks a dynamic Registered Client Service Associate to support Financial Advisors, prospective and existing clients, and branch staff. You will provide high quality administrative support, handle multiple tasks across phone, email, in-person and virtual channels, and help manage client accounts in a fast-paced environment.

Key qualifications include a High School Diploma, SIE and Series 7 licenses with state requirements for 63/65/66 as applicable, plus strong communication,