Client Services Associate – Financial Advisory Support

Raymond James; Charleston (SC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Retirement Plan

Paid Time Off

Job summary

Raymond James is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-touch administrative services. The role involves onboarding clients, handling inquiries, scheduling meetings, and maintaining accurate client records across CRM systems.

The ideal candidate will demonstrate strong communication across channels, the ability to manage multiple tasks with changing priorities, and a commitment to excellent client service in a fast-paced environment.

Qualifications

• High School Diploma or equivalent preferred.
• SIE required; Series 7 required; Series 63/65/66 as required by state.

Responsibilities

• Serve as first point of contact for high volume client interactions by phone, in person, or email.
• Support financial advisors and branch staff with administrative tasks and client onboarding.
• Open new client accounts and research client information in internal systems.
• Prepare reports, schedules, and materials for client meetings and reviews.
• Input orders and rebalance portfolios as directed by Financial Advisors.

Skills

CRM software

Excel

Communication skills

Financial concepts

Organization

Education

High School Diploma or equivalent

Tools

CRM software

Microsoft Office

Job description

Raymond James is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-touch administrative services. The role involves onboarding clients, handling inquiries, scheduling meetings, and maintaining accurate client records across CRM systems.

The ideal candidate will demonstrate strong communication across channels, the ability to manage multiple tasks with changing priorities, and a commitment to excellent client service in a fast-paced environment.