Client Services Specialist for Financial Advisors

raymondjames; Springfield (MA); On-site; USD 48,000 - 64,000; Full time

Job summary

Raymond James is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative tasks. The role emphasizes effective communication across phone, email, in-person, and virtual channels while organizing and tracking numerous tasks in a fast-paced environment.

The ideal candidate will be detail oriented, a creative problem solver, and capable of onboarding clients, opening accounts, and handling client inquiries with professionalism.

Qualifications

• High School Diploma or equivalent and 1+ year securities industry experience preferred.
• Or an equivalent combination of experience, education, and/or training.

Responsibilities

• Serve as first contact for high-volume client inquiries via phone, in-person, and virtual channels.
• Onboard new clients, open accounts, and research client information using internal databases.
• Ensure client information and documentation align with firm rules and regulations.
• Process and monitor asset transfers and cost basis accuracy.
• Generate financial reports and prepare materials for client meetings.
• Input orders and rebalance portfolios on behalf of Financial Advisors.
• Maintain CRM records and support marketing efforts for client events.
• Participate in training and development opportunities to stay current on policies.

Skills

Effective communication

Multitasking

Customer service

Attention to detail

Problem solving

Independent and teamwork

Education

High School Diploma or equivalent

SIE certification

Tools

CRM software

Excel

Job description

Raymond James is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative tasks. The role emphasizes effective communication across phone, email, in-person, and virtual channels while organizing and tracking numerous tasks in a fast-paced environment.

The ideal candidate will be detail oriented, a creative problem solver, and capable of onboarding clients, opening accounts, and handling client inquiries with professionalism.