Client Services Associate – Financial Advisory Support

Raymond James; Conshohocken (Montgomery County); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Retirement savings

Paid time off including vacation and holidays

Job summary

Raymond James is looking for a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and their clients. This role involves managing client interactions, preparing financial reports, and ensuring compliance with industry regulations.

Candidates should possess strong communication skills, excel in client service, and have relevant experience in the securities industry. The position offers a supportive team environment and opportunities for professional growth.

Qualifications

• 1+ years of experience in the securities industry or related work.
• Ability to handle high-volume client interactions and support Financial Advisors.
• Knowledge of industry regulations and compliance.

Responsibilities

• Serve as first point of contact for client interactions.
• Onboard new clients and manage account information.
• Prepare financial reports and support Financial Advisors.

Skills

Client Relationship Management (CRM) software

Effective communication

Investment concepts

Excel

Organizational skills

Customer service

Education

High School Diploma or equivalent

Job description

Raymond James is looking for a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and their clients. This role involves managing client interactions, preparing financial reports, and ensuring compliance with industry regulations.

Candidates should possess strong communication skills, excel in client service, and have relevant experience in the securities industry. The position offers a supportive team environment and opportunities for professional growth.