Client Services Associate - Financial Advisory Support

Raymond James Financial, Inc.; Charleston (SC); On-site; USD 42,000 - 64,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients.

The role requires excellent communication skills across multiple channels, strong organizational ability, and problem-solving initiative in a fast-paced environment. The incumbent will onboard clients, open accounts, manage asset transfers, run cash reports, and assist with client meetings and advisor marketing efforts, while maintaining

Qualifications

• High school diploma or equivalent required; securities industry experience preferred.
• 1+ year in securities industry or related work experience preferred.

Responsibilities

• Serve as first contact for high-volume client interactions via phone, in person, or email.
• Onboard new clients and open accounts; research client data in internal databases.
• Ensure client information complies with firm rules and regulatory requirements.
• Process asset transfers and monitor cash available for investment.
• Prepare reports and materials for client meetings; assist advisors with events.

Skills

CRM software

Excel

Communication

Time management

Teamwork

Financial concepts

Client service

Problem solving

Multi-platform communication

Attention to detail

Education

High School Diploma or equivalent

Tools

CRM software

Trading platforms

Office suite

Job description

Raymond James Financial, Inc. is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients.

The role requires excellent communication skills across multiple channels, strong organizational ability, and problem-solving initiative in a fast-paced environment. The incumbent will onboard clients, open accounts, manage asset transfers, run cash reports, and assist with client meetings and advisor marketing efforts, while maintaining