Financial Advisor Support Specialist

100 Raymond James & Associates, Inc.; Melbourne (FL); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement plan

Paid time off

Job summary

Raymond James & Associates, Inc. in Florida seeks a Registered Client Service Associate to support Financial Advisors, clients, and branch staff.

This role emphasizes high-quality, high-touch administrative support, effective communication across phone, email, in-person and virtual channels, and managing multiple tasks in a fast-paced environment. The position includes onboarding new clients, opening accounts, preparing reports, maintaining CRM records, and assisting with client events.

Qualifications

• High School Diploma or equivalent; securities industry experience preferred.
• Strong written and oral communication across multiple platforms.

Responsibilities

• Serve as first point of contact for high-volume client interactions via phone, email, in-person, or virtual.
• Provide essential administrative support to Financial Advisors and branch staff.
• Onboard new clients and open client accounts; research client and security information.
• Maintain accurate client information and documentation per firm rules.
• Process asset transfers and monitor cash available for investment.
• Prepare financial reports, spreadsheets, and materials for client meetings.
• Input orders and rebalance portfolios on behalf of Advisors.
• Maintain CRM records and support marketing events.

Skills

CRM software

Excel

Communication skills

Multichannel support

Data entry

Attention to detail

Education

High School Diploma or equivalent

Tools

Microsoft Excel

CRM systems

Job description

Raymond James & Associates, Inc. in Florida seeks a Registered Client Service Associate to support Financial Advisors, clients, and branch staff.

This role emphasizes high-quality, high-touch administrative support, effective communication across phone, email, in-person and virtual channels, and managing multiple tasks in a fast-paced environment. The position includes onboarding new clients, opening accounts, preparing reports, maintaining CRM records, and assisting with client events.