Financial Advisor Support Specialist

Raymond James; Charleston (SC); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Retirement savings options

Parental leave

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The role requires effective communication across phone, email, in-person, and virtual platforms, with strong organizational skills to manage multiple tasks and deadlines in a fast-paced environment.

The ideal candidate will onboard new clients, open accounts, monitor client information for compliance, and assist with marketing efforts and client

Qualifications

• Strong communication across phone, email, in-person, virtual platforms.
• Ability to organize and track multiple tasks with changing priorities.
• Provide high quality administrative support to Financial Advisors and clients.

Responsibilities

• Serve as first point of contact for a high volume of daily interactions.
• Onboard new clients and open client accounts.
• Research client and security information in internal systems.

Skills

Communication skills

Organizational skills

Customer service

Multi-platform communication

Financial services knowledge

Attention to detail

Education

High School Diploma

Tools

CRM software

Excel

Job description

Raymond James is seeking a dynamic Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The role requires effective communication across phone, email, in-person, and virtual platforms, with strong organizational skills to manage multiple tasks and deadlines in a fast-paced environment.

The ideal candidate will onboard new clients, open accounts, monitor client information for compliance, and assist with marketing efforts and client