Client Services Associate for Financial Advisors

Raymond James Financial, Inc.; Boston (MA); Hybrid; USD 45,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Disability benefits

Retirement savings

Job summary

Raymond James Financial, Inc. is seeking a dynamic Registered Client Service Associate in Boston, MA. This role focuses on high-touch administrative support to Financial Advisors, clients, and branch staff, with effective communication across multiple platforms.

The candidate will onboard clients, manage accounts, research information, and assist with client events. A strong emphasis on service, accuracy, and regulatory compliance is required in a fast-paced environment.

Qualifications

• High School Diploma or equivalent and one or more years securities industry or related work experience preferred.
• SIE required; Series 7 required.
• Series 63, 65 and/or 66 as required by state.

Responsibilities

• Serve as first point of contact for high volume inquiries, quotes, and meeting scheduling via phone, in person, or virtually.
• Onboard new clients, open accounts, and research client information.
• Process asset transfers and monitor cash awaiting investment.
• Prepare client meeting materials and financial reports.
• Input orders and rebalance portfolios for Financial Advisors.
• Maintain client records in CRM and assist with marketing events.

Skills

CRM software

Excel

Customer service

Communication

Education

High School Diploma

Tools

CRM software

Microsoft Office

Job description

Raymond James Financial, Inc. is seeking a dynamic Registered Client Service Associate in Boston, MA. This role focuses on high-touch administrative support to Financial Advisors, clients, and branch staff, with effective communication across multiple platforms.

The candidate will onboard clients, manage accounts, research information, and assist with client events. A strong emphasis on service, accuracy, and regulatory compliance is required in a fast-paced environment.