Client Success Associate - Financial Services

Raymond James Financial, Inc.; Newport Beach (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients.

The role requires strong communication across phone, email, in-person, and virtual channels, and the ability to manage multiple tasks with changing deadlines. The position involves onboarding new clients, opening accounts, researching client information, and handling transfers and cash monitoring.

Qualifications

• Minimum high school diploma; securities industry experience preferred.
• SIE required; Series 7 required; other licenses as per state.
• Strong written and verbal communication with clients and teammates.

Responsibilities

• Serve as first point of contact for high-volume client interactions by phone, email, in-person, or virtual meetings.
• Support financial advisors and branch staff with administrative tasks and client onboarding.
• Open new client accounts and verify client information and documentation.
• Prepare financial reports, schedules, and materials for client meetings.
• Input trades and rebalance portfolios under guidance of advisors.
• Maintain and update CRM records and assist with client-facing events.

Skills

CRM software

Excel

Communication skills

Time management

Education

High School Diploma

Tools

Portfolio management software

Trading platforms

Job description

Raymond James Financial, Inc. is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients.

The role requires strong communication across phone, email, in-person, and virtual channels, and the ability to manage multiple tasks with changing deadlines. The position involves onboarding new clients, opening accounts, researching client information, and handling transfers and cash monitoring.