Client Services Associate for Financial Advisors

Raymond James; San Antonio (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Disability benefits

Retirement savings

Paid time off and holidays

Job summary

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

The ideal candidate will handle onboarding, account openings, documentation, and client communications while maintaining regulatory and firm standards.

Qualifications

• High School Diploma or equivalent; one year securities industry or related work experience preferred.
• SIE and Series 7 are required; state licenses as needed.
• Excellent communication and multitasking abilities.

Responsibilities

• Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling meetings for clients.
• Onboards new clients and opens accounts, researching client and security information.
• Ensures client information and documentation are current with firm and industry requirements.
• Prepares financial reports, spreadsheets and materials for client meetings.
• Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
• Assists with marketing efforts including seminars and client-facing events.

Skills

CRM software

Excel

Effective communication

Multitasking

Client service

Scheduling

Education

High School Diploma or equivalent

SIE required

Series 7 required

Series 63/65/66 as required

Tools

Trading platforms

Market data tools

Job description

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

The ideal candidate will handle onboarding, account openings, documentation, and client communications while maintaining regulatory and firm standards.