Financial Advisor Support Specialist

Raymond James; Scottsdale (AZ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Life insurance

Disability insurance

Retirement plan

Paid time off

Parental leave

Job summary

Raymond James in Scottsdale, AZ seeks a Registered Client Service Associate to deliver high-touch administrative support for Financial Advisors and clients. The role emphasizes organized task management, accurate client data handling, and cross-platform communication across phone, email, in person, and virtual meetings.

The candidate will onboard new clients, open accounts, review client information, and support marketing events while maintaining compliance with firm policies and industry

Qualifications

• A high school diploma or equivalent; securities industry experience preferred.
• Demonstrated ability to handle high volumes of inquiries and clients across multiple platforms.
• Experience using CRM systems and basic financial/accounting concepts.

Responsibilities

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

Skills

CRM software

Excel

Communication

Organization

Administrative support

Financial services knowledge

Education

High School Diploma or equivalent

Tools

CRM software

Excel

Job description

Raymond James in Scottsdale, AZ seeks a Registered Client Service Associate to deliver high-touch administrative support for Financial Advisors and clients. The role emphasizes organized task management, accurate client data handling, and cross-platform communication across phone, email, in person, and virtual meetings.

The candidate will onboard new clients, open accounts, review client information, and support marketing events while maintaining compliance with firm policies and industry