Client Services Associate for Financial Advisors

Raymond James; Winston-Salem (NC); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental & vision

Life insurance

Disability benefits

Retirement savings plan

Paid time off

Parental leave

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate to support Financial Advisors and clients with high-touch administrative tasks. You will handle onboarding, client inquiries, account administration, and market-related reporting in a fast-paced branch setting.

The role emphasizes strong communication, organization, and the ability to manage multiple priorities while delivering excellent client service.

Qualifications

• High School Diploma or equivalent; 1+ years securities industry or related experience preferred.

Responsibilities

• Serves as first point of contact to service a high volume of daily interactions with prospective and existing clients.
• Onboards new clients, opens accounts, researches client information using internal databases and technologies.
• Processes asset transfers and ensures cost basis is accurate; monitors cash awaiting investment.
• Prepares financial reports, spreadsheets, and materials for client meetings; inputs orders and rebalances portfolios.
• Maintains CRM records and supports financial advisors with client events and marketing efforts.

Skills

CRM software

Communication skills

Multiplatform support

Time management

Customer service

Microsoft Excel

Education

High School Diploma

SIE

Series 7

Series 63/65/66 as required

Tools

CRM software

Job description

Raymond James is seeking a dynamic Registered Client Service Associate to support Financial Advisors and clients with high-touch administrative tasks. You will handle onboarding, client inquiries, account administration, and market-related reporting in a fast-paced branch setting.

The role emphasizes strong communication, organization, and the ability to manage multiple priorities while delivering excellent client service.