Client Services Specialist for Financial Advisors

100 Raymond James & Associates, Inc.; Florida; On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision

Retirement savings

Paid time off

Job summary

Raymond James & Associates, Inc. in Florida is seeking a detail-oriented Registered Client Service Associate to support Financial Advisors and clients.

The role requires effective multi-platform communication and strong organizational skills to manage multiple tasks with changing priorities. The candidate will onboard clients, open accounts, monitor asset transfers, and prepare financial materials for client meetings, while maintaining CRM records and collaborating with the branch team.

Qualifications

• One year securities industry or related experience preferred.
• Experience with client onboarding and account openings is a plus.
• Familiarity with regulatory requirements and FINRA rules is beneficial.

Responsibilities

• Serves as first point of contact to service a high volume of daily interactions with clients and prospects.
• Onboards new clients, opens new client accounts, and researches client and security information.
• Inputs orders and assists with asset transfers, meetings, and client reporting using CRM and internal systems.
• Maintains accurate client records and supports marketing efforts for client-facing events.

Skills

CRM software

Excel

Communication skills

Time management

Team player

Client service

Education

High School Diploma or equivalent

Tools

CRM software

Job description

Raymond James & Associates, Inc. in Florida is seeking a detail-oriented Registered Client Service Associate to support Financial Advisors and clients.

The role requires effective multi-platform communication and strong organizational skills to manage multiple tasks with changing priorities. The candidate will onboard clients, open accounts, monitor asset transfers, and prepare financial materials for client meetings, while maintaining CRM records and collaborating with the branch team.