Client Services Associate, Financial Advisory Support

Raymond James; St. Louis (MO); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, dental, and vision

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate to provide high touch administrative support to Financial Advisors, prospective and existing clients, and branch staff.

You will handle inquiries, onboarding, account openings, asset transfers, and ongoing client communications while maintaining accurate records in our CRM systems. The role emphasizes teamwork, accuracy, and exceptional customer service.

Qualifications

• High School Diploma or equivalent is preferred.
• SIE required; exemption/grandfathering not applicable.
• Series 7 required.
• Series 63, 65 and/or 66 as required by state.

Responsibilities

• Serve as first contact for a high volume of inquiries via phone, in-person, email, and mailings.
• Provide support to Financial Advisors and branch staff.
• Onboard new clients and open new accounts; research client and security information.
• Ensure client information and documentation meet firm and industry requirements.
• Monitor asset transfers and confirm completion of transfers and cost basis.
• Review cash availability and contact clients about investment opportunities.
• Prepare financial reports and materials for client meetings.
• Input orders and rebalance portfolios on behalf of advisors.
• Maintain CRM records and client files.
• Assist with marketing events and client-facing seminars.
• Engage in ongoing training and professional development.

Skills

Effective communication

CRM software

Organize and manage tasks

Customer service

Attention to detail

Excel and reporting

Teamwork

Education

High School Diploma or equivalent

Tools

CRM software

Excel

Job description

Raymond James is seeking a dynamic Registered Client Service Associate to provide high touch administrative support to Financial Advisors, prospective and existing clients, and branch staff.

You will handle inquiries, onboarding, account openings, asset transfers, and ongoing client communications while maintaining accurate records in our CRM systems. The role emphasizes teamwork, accuracy, and exceptional customer service.