Client Success Associate — Financial Services

100 Raymond James & Associates, Inc.; Springfield (MA); On-site; USD 55,000 - 104,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Retirement savings plan

Paid time off

Job summary

Raymond James & Associates, Inc. is seeking a motivated Registered Client Service Associate to support financial advisors and clients with high-quality administrative assistance.

The role requires effective communication across platforms and the ability to manage multiple tasks in a fast-paced environment. The ideal candidate will have a strong client service mindset, attention to detail, and experience using CRM systems.

Qualifications

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

Responsibilities

• Serves as first point of contact to service a high volume of daily interactions with clients and prospects.
• Onboards new clients, opens accounts, and researches client data using internal systems.
• Maintains accurate client information and documentation to meet firm and regulatory requirements.
• Prepares financial reports and client meeting materials.
• Inputs orders and rebalances portfolios on behalf of Financial Advisors.
• Supports marketing efforts and client-facing events.
• Keeps up with firm policies and industry regulations.

Skills

Communication

CRM experience

Multitasking

Problem solving

Attention to detail

Customer service

Team player

Education

SIE certification

Series 7

Series 63/65/66

Tools

CRM software

Excel

PowerPoint

Job description

Raymond James & Associates, Inc. is seeking a motivated Registered Client Service Associate to support financial advisors and clients with high-quality administrative assistance.

The role requires effective communication across platforms and the ability to manage multiple tasks in a fast-paced environment. The ideal candidate will have a strong client service mindset, attention to detail, and experience using CRM systems.