Client Services Specialist for Financial Advisors

Raymond James; Ponte Vedra Beach (FL); Hybrid; USD 45,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Disability insurance

Retirement savings plan

Paid time off and holidays

Parental leave

Parental leave

Job summary

Raymond James in the United States is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as

Qualifications

• High School Diploma or equivalent; securities industry experience preferred.
• Strong communication and client service across multiple channels.
• Ability to manage multiple tasks with changing priorities in a fast-paced environment.

Responsibilities

• Serve as first point of contact for high-volume client interactions by phone, in person, or email.
• Support financial advisors and branch staff with administrative tasks.
• Onboard new clients and open accounts; research client information in internal systems.
• Ensure client data is current with firm and regulatory requirements.
• Process asset transfers and monitor cash awaiting investment.
• Prepare financial reports and client meeting materials.
• Input orders and rebalance portfolios on behalf of advisors.
• Maintain CRM records and client files.
• Assist with marketing events and client seminars.
• Engage in training and development to stay current on policies.

Skills

CRM software

Excel proficiency

Communication skills

Organizational skills

Customer service

Team collaboration

Problem solving

Attention to detail

Time management

Financial services knowledge

Education

High School Diploma

SIE certification

Series 7 certification

Series 63/65/66 experience

Tools

CRM software

Microsoft Excel

Internal databases

Job description

Raymond James in the United States is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as