Dynamic Client Service Associate for Financial Advisors

Raymond James Financial, Inc.; Scottsdale (AZ); On-site; USD 43,000 - 65,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James Financial, Inc. in Scottsdale, AZ is seeking a Registered Client Service Associate to support financial advisors by delivering high-touch service to prospective and existing clients.

The role requires effective multi-channel communication, accuracy in account administration, onboarding, and CRM data management. You will help schedule meetings, respond to inquiries, and assist with marketing events.

Qualifications

• HS diploma or equivalent; 1+ year securities industry experience preferred.
• SIE required; Series 7 required; additional FINRA exams per state.
• Strong communication and multi-tasking abilities in a fast-paced setting.

Responsibilities

• Serve as first contact for high-volume client interactions by phone, email, or in person.
• Onboard new clients, open accounts, and verify client and security information.
• Process asset transfers and monitor cash to optimize investment opportunities.
• Prepare client meeting materials and maintain CRM records.
• Support Financial Advisors and branch staff with administrative tasks.

Skills

CRM software

Excel

Communication

Time management

Customer service

Office procedures

Education

High School Diploma

Tools

CRM software

Microsoft Office

Job description

Raymond James Financial, Inc. in Scottsdale, AZ is seeking a Registered Client Service Associate to support financial advisors by delivering high-touch service to prospective and existing clients.

The role requires effective multi-channel communication, accuracy in account administration, onboarding, and CRM data management. You will help schedule meetings, respond to inquiries, and assist with marketing events.