Client Services Associate - Financial Advisory Support

100 Raymond James & Associates, Inc.; Seven Isles (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Raymond James in Florida is seeking a dynamic Registered Client Service Associate who will provide high-touch administrative support to Financial Advisors and their clients. The role emphasizes strong communication across phone, email, in-person, and virtual channels, plus the ability to handle multiple tasks with shifting priorities.

The position offers a collaborative environment at a well-established financial services firm with a history of service and excellence.

Qualifications

• Experience in client-facing financial services is preferred.
• Excellent verbal and written communication across multiple platforms.
• Ability to organize tasks with changing priorities in a fast-paced environment.

Responsibilities

• Serve as first point of contact for a high volume of daily inquiries from clients and prospective clients.
• Provide quotes and schedule meetings for Financial Advisors.
• Support branch staff with administrative tasks and client communications.

Job description

Raymond James in Florida is seeking a dynamic Registered Client Service Associate who will provide high-touch administrative support to Financial Advisors and their clients. The role emphasizes strong communication across phone, email, in-person, and virtual channels, plus the ability to handle multiple tasks with shifting priorities.

The position offers a collaborative environment at a well-established financial services firm with a history of service and excellence.