Dynamic Client Services Associate for Financial Advisors

100 Raymond James & Associates, Inc.; Boston (MA); Hybrid; USD 45,000 - 85,000; Full time

Benefits offered by this job

Benefits package

Paid time off

Hybrid work

Job summary

Raymond James seeks a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will manage inquiries, onboarding, account documentation, and CRM records in a fast-paced, client-focused environment.

The role requires strong communication, organization, and problem-solving skills, with a hybrid work arrangement and opportunities for professional development. Salary ranges reflect regional standards and regulatory requirements.

Qualifications

• Minimum high school diploma or equivalent.
• 1+ year securities industry or related work experience preferred.
• SIE, Series 7, and Series 63/65/66 licenses as required by state.

Responsibilities

• Serves as first point of contact for a high volume of inquiries via phone, in-person, or virtual platforms.
• Onboards new clients and opens client accounts; researches client and security data.
• Maintains current client information and documentation per firm and regulatory requirements.
• Processes and monitors asset transfers to ensure full receipt and accuracy.
• Prepares financial reports, spreadsheets, and materials for client meetings.

Skills

CRM software

Excel

Customer service

Communication skills

Organizational skills

Financial industry knowledge

Problem solving

Teamwork

Education

High School Diploma or equivalent

1+ year securities industry experience

Tools

CRM software

Trading platforms

Excel

Job description

Raymond James seeks a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will manage inquiries, onboarding, account documentation, and CRM records in a fast-paced, client-focused environment.

The role requires strong communication, organization, and problem-solving skills, with a hybrid work arrangement and opportunities for professional development. Salary ranges reflect regional standards and regulatory requirements.