Client Services Associate for Financial Advisors

100 Raymond James & Associates, Inc.; Belleville (IL); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement savings

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff. The role requires effective communication across multiple platforms and the ability to manage multiple tasks with changing priorities in a fast-paced environment.

The candidate should have a high school diploma and securities industry experience, with SIE and Series 7 licenses as required by state.

Qualifications

• High School Diploma or equivalent and 1+ year securities industry experience preferred.
• SIE required; Series 7 required; Series 63/65/66 as state requirements dictate.
• Experience with client onboarding, account maintenance and securities research.
• Proficiency with CRM and Excel for reporting and scheduling.

Responsibilities

• Serve as first contact for high-volume client inquiries via phone, email, in-person and virtual channels.
• Support Financial Advisors and branch staff with administrative tasks and calendars.
• Onboard new clients, open accounts, and verify client information in internal systems.
• Process asset transfers and monitor cash and investment opportunities.
• Prepare financial reports, spreadsheets and client meeting materials.
• Input orders, rebalance portfolios, and maintain CRM records.

Skills

Effective communication

Customer service

Team collaboration

Time management

Problem solving

Education

High School Diploma or equivalent

SIE

Series 7

Series 63/65/66 as required

Tools

CRM software

Excel

Job description

Raymond James is seeking a dynamic Registered Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff. The role requires effective communication across multiple platforms and the ability to manage multiple tasks with changing priorities in a fast-paced environment.

The candidate should have a high school diploma and securities industry experience, with SIE and Series 7 licenses as required by state.