Financial Advisor Support & Client Services

Raymond James Financial, Inc.; Boston (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff in a fast-paced environment.

The role requires effective communication across phone, email, in-person, and virtual channels, with strong organizational skills to manage multiple tasks and deadlines. Onboarding, account openings, and CRM maintenance are core duties, along with assisting with client events and investment

Qualifications

• Experience in securities industry or related work preferred.
• Proficiency with client communications across phone, email, in-person, and virtual channels.
• Ability to organize and track multiple tasks with changing priorities in a fast-paced environment.

Responsibilities

• Serves as first point of contact to service a high volume of daily interactions with clients and prospects.
• Onboards new clients, opens new accounts, and researches client information using internal databases.
• Prepares financial reports and inputs orders; rebalance portfolios for Financial Advisors.
• Maintains client records in CRM and supports marketing efforts for client events.
• Communicates effectively across multiple platforms and supports training opportunities.

Skills

CRM software

Excel

Communication skills

Financial knowledge

Education

High School Diploma or equivalent

Tools

CRM software

Job description

Raymond James Financial, Inc. is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff in a fast-paced environment.

The role requires effective communication across phone, email, in-person, and virtual channels, with strong organizational skills to manage multiple tasks and deadlines. Onboarding, account openings, and CRM maintenance are core duties, along with assisting with client events and investment