Financial Advisor Support Specialist

raymondjames; Eagle (ID); On-site; USD 52,000 - 68,000; Full time

Job summary

Raymond James seeks a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients and branch staff. The role requires strong communication across multiple platforms, the ability to manage multiple tasks with shifting priorities, and a focus on accuracy and service.

You will onboard new clients, open accounts, research client information, process asset transfers, monitor cash, and assist with meetings and reporting.

Qualifications

• High school diploma or equivalent; securities industry experience preferred.
• SIE required; Series 7 required; Series 63/65/66 as required by state.

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 and security information using internal systems.
• Ensures client information and documentation comply with firm and regulatory requirements.
• Processes and monitors transfers of assets ensuring correct reception and cost basis.
• Monitors cash available for investment and communicates opportunities to clients.
• Prepares financial reports and materials for client meetings.
• Inputs orders and rebalances portfolios for Financial Advisors.
• Maintains records using CRM software and supports marketing efforts.

Skills

Communication

Customer service

Multitasking

Attention to detail

Time management

Teamwork

Problem solving

Organizational skills

Data interpretation

Education

High School Diploma

Tools

CRM software

Excel

Office software

Job description

Raymond James seeks a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients and branch staff. The role requires strong communication across multiple platforms, the ability to manage multiple tasks with shifting priorities, and a focus on accuracy and service.

You will onboard new clients, open accounts, research client information, process asset transfers, monitor cash, and assist with meetings and reporting.