Client Services Specialist for Financial Advisors

100 Raymond James & Associates, Inc.; Bedford (NH); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Retirement plan

Parental leave

Job summary

Raymond James & Associates, Inc. seeks a Registered Client Service Associate to support Financial Advisors and their clients and to provide essential administrative support across phone, email, in-person, and virtual channels.

The role emphasizes onboarding clients, opening accounts, maintaining CRM data, processing asset transfers, and preparing reports in a fast-paced branch environment with a strong focus on accuracy and client service.

Qualifications

• High School Diploma or equivalent; securities industry experience preferred.
• 1+ year in securities industry or related work experience.
• Experience with CRM systems and financial services preferred.

Responsibilities

• Serves as first point of contact for a high volume of daily client interactions.
• Onboards new clients and opens new client accounts.
• Researches client and security information using internal databases.
• Maintains key client information and documentation to stay compliant.
• Processes and monitors asset transfers and cost basis accuracy.
• Prepares financial reports and materials for client meetings.

Skills

CRM software

Effective communication

Organizational skills

Team collaboration

Education

High School Diploma or equivalent

Tools

Microsoft Excel

CRM software

Job description

Raymond James & Associates, Inc. seeks a Registered Client Service Associate to support Financial Advisors and their clients and to provide essential administrative support across phone, email, in-person, and virtual channels.

The role emphasizes onboarding clients, opening accounts, maintaining CRM data, processing asset transfers, and preparing reports in a fast-paced branch environment with a strong focus on accuracy and client service.