Dynamic Client Services Associate for Financial Advisors

100 Raymond James & Associates, Inc.; Town of Florida (NY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Benefits package including medical

Career development opportunities

Job summary

Raymond James is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative assistance. The role requires strong communication, multi-platform engagement, and excellent organization in a fast-paced branch environment.

The successful candidate will onboard clients, open accounts, monitor documentation for compliance, and assist with marketing events and client meetings while using CRM software to maintain records and ensure timely

Qualifications

• High School Diploma or equivalent and 1+ year securities industry experience preferred.
• SIE and Series 7 required; Series 63/65/66 as required by state.

Responsibilities

• Serves as first point of contact for a high volume of daily interactions with prospective and existing clients.
• Onboards new clients, opens accounts, researches client and security information using internal databases.
• Prepares financial reports and materials for client meetings; inputs orders and rebalances portfolios as needed.

Skills

CRM software

Communication

Time management

Excel

Teamwork

Problem solving

Financial concepts

Client service

Education

High School Diploma or equivalent

Tools

CRM software

Job description

Raymond James is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative assistance. The role requires strong communication, multi-platform engagement, and excellent organization in a fast-paced branch environment.

The successful candidate will onboard clients, open accounts, monitor documentation for compliance, and assist with marketing events and client meetings while using CRM software to maintain records and ensure timely