Client Services Associate for Financial Advisors

Raymond James; Charlotte (NC); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Paid time off

Parental leave

401(k) retirement plan

Job summary

Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support for Financial Advisors and clients. The role emphasizes clear communication across phone, email, in-person, and virtual channels, with the ability to manage multiple tasks in a fast-paced environment.

You will onboard clients, open accounts, monitor assets, and prepare materials for client meetings, while maintaining CRM records and supporting branch activities.

Qualifications

• HS diploma completed.
• 7–12 months general experience.
• Ability to onboard new clients and open accounts.
• Familiarity with securities industry terminology.
• Customer service orientation and attention to detail.

Responsibilities

• Serve as first contact for high volume client interactions via phone, email, in-person, and virtual channels.
• Onboard new clients, open client accounts, and research client information in internal databases.
• Input orders and rebalance portfolios on behalf of Financial Advisors.
• Prepare financial reports, spreadsheets and materials for client meetings.
• Maintain and organize CRM records; assist with seminars and client events.

Skills

Effective communication

CRM software

Excel

Organizational skills

Multichannel communication

Education

High School diploma

Tools

CRM software

Microsoft Excel

Office suite

Job description

Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support for Financial Advisors and clients. The role emphasizes clear communication across phone, email, in-person, and virtual channels, with the ability to manage multiple tasks in a fast-paced environment.

You will onboard clients, open accounts, monitor assets, and prepare materials for client meetings, while maintaining CRM records and supporting branch activities.