Client Services Associate for Financial Advisors

100 Raymond James & Associates, Inc.; Highland Park (GA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Critical illness insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate to support Financial Advisors and clients. The role emphasizes high-touch administrative support, multi-platform communication, and meticulous task management in a fast-paced environment.

The ideal candidate will be detail-oriented, a proactive problem-solver, and able to manage onboarding, account openings, and client communications across channels.

Qualifications

• High School Diploma or equivalent; 1+ year securities industry or related work experience preferred.
• Alternative combination of experience, education, and training may be approved by HR.
• SIE required unless exempt; Series 7 required; Series 63/65/66 as required by state.

Responsibilities

• Serve as first point of contact for high volume daily client interactions by phone, email, in-person, or mailings.
• Provide support to Financial Advisors and branch staff, including onboarding clients and opening accounts.
• Research client and security information using internal databases and technologies.
• Ensure client information/documentation is current with firm rules and regulations.
• Process asset transfers and monitor cash reports for investment opportunities.
• Prepare financial reports, spreadsheets, and materials for client meetings.
• Input orders and rebalance portfolios on behalf of Advisors.
• Maintain CRM records and assist with marketing events and training.

Skills

Effective communication

Time management

Customer service

Organizational skills

Attention to detail

Financial concepts

CRM software

Excel

Education

High School Diploma

Securities industry experience (1+ year)

SIE Certification

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 support Financial Advisors and clients. The role emphasizes high-touch administrative support, multi-platform communication, and meticulous task management in a fast-paced environment.

The ideal candidate will be detail-oriented, a proactive problem-solver, and able to manage onboarding, account openings, and client communications across channels.