Financial Advisor Support Specialist

Raymondjames; Boca Raton (FL); On-site; USD 42,000 - 63,000; Full time

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate to join our team in a fast-paced financial services environment. This role provides high-touch administrative support to Financial Advisors, prospective and existing clients, and the branch staff.

The candidate will manage multiple tasks, communicate across platforms, and ensure accurate client records and documentation. The ideal candidate will possess effective communication skills, organization, and a proactive approach to

Qualifications

• High School Diploma or equivalent; securities industry experience preferred.
• Proven experience in a financial services or client service role.
• Strong communication and organizational skills with multitasking ability.

Responsibilities

• Serve as first point of contact for a high volume of daily client interactions via phone, email, in-person, and mailings.
• Provide administrative support to Financial Advisors and branch staff.
• Onboard new clients, open accounts, and verify client information in internal databases.

Skills

CRM software

Excel

Effective communication

Organization & multitasking

Customer service

Financial concepts

Securities industry knowledge

Team collaboration

Data analysis

Problem solving

Education

High School Diploma or equivalent

Tools

CRM software

Trading platforms

Excel

Job description

Raymond James is seeking a dynamic Registered Client Service Associate to join our team in a fast-paced financial services environment. This role provides high-touch administrative support to Financial Advisors, prospective and existing clients, and the branch staff.

The candidate will manage multiple tasks, communicate across platforms, and ensure accurate client records and documentation. The ideal candidate will possess effective communication skills, organization, and a proactive approach to