Dynamic Client Service Associate for Financial Advisors

Raymond James; Colorado Springs (CO); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Benefits package including medical, d​

Retirement savings plan

Parental leave

Job summary

Raymond James is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-touch administrative tasks. The role requires strong communication across multiple platforms and meticulous organization in a fast-paced environment.

The position involves onboarding clients, opening accounts, handling asset transfers, preparing reports, and maintaining CRM records. A collaborative team player with client-first mindset will thrive here.

Qualifications

• Onboards new clients and opens accounts using internal databases.
• Excellent communication across phone, email, in-person, and virtual channels.
• Proficient with CRM systems and Excel for reporting and tracking.
• Familiarity with investment concepts, securities industry practices and client service standards.

Responsibilities

• Serves as first point of contact for high volume client interactions.
• Onboards new clients, opens accounts, researches client and security information.
• Monitors asset transfers and cash awaiting investment; coordinates opportunities.
• Prepares client meeting materials and manages account records in CRM.
• Supports marketing efforts such as client seminars and events.

Skills

Customer service

Communication

CRM software

Excel

Data organization

Education

High School (HS)

Tools

CRM software

Excel

Job description

Raymond James is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-touch administrative tasks. The role requires strong communication across multiple platforms and meticulous organization in a fast-paced environment.

The position involves onboarding clients, opening accounts, handling asset transfers, preparing reports, and maintaining CRM records. A collaborative team player with client-first mindset will thrive here.