Client Services Associate, Financial Advisory

Raymondjames; Michigan; On-site; USD 45,000 - 70,000; Full time

Job summary

Raymond James seeks a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will manage inquiries, assist with onboarding, and coordinate meetings across in-person, phone, and virtual channels.

The ideal candidate communicates effectively, handles multiple tasks with changing priorities, and uses CRM and Excel to prepare reports and maintain client records in a fast-paced environment while ensuring compliance and quality

Qualifications

• High School Diploma or equivalent; 1+ year securities industry experience preferred.
• SIE required; Series 7 required; Series 63/65/66 as state requirements dictate.

Responsibilities

• Serves as first contact for high-volume inquiries, quotes, and meeting scheduling with clients across channels.
• Onboards new clients, opens accounts, researches client and security info using internal databases.
• Prepares financial reports, inputs orders, rebalances portfolios as directed by Advisors.
• Maintains CRM records, supports marketing events and training opportunities.

Skills

CRM software

Excel

Communication

Organization

Investment concepts

Financial markets

Trading terminology

Account research

Task management

Customer service

Education

High School Diploma

Tools

CRM software

Trading platforms

Excel

Goal planning software

Job description

Raymond James seeks a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will manage inquiries, assist with onboarding, and coordinate meetings across in-person, phone, and virtual channels.

The ideal candidate communicates effectively, handles multiple tasks with changing priorities, and uses CRM and Excel to prepare reports and maintain client records in a fast-paced environment while ensuring compliance and quality