Financial Advisory Client Services Associate

Raymondjames; Atlanta (GA); Sur place; USD 45 000 - 65 000; Plein temps

Résumé du poste

Raymond James in Atlanta, GA is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative assistance.

You will manage client inquiries across phone, email, in-person and virtual channels, onboard new clients, open accounts, and maintain accurate records in our CRM while coordinating with the branch team to deliver timely service and compliant documentation.

Qualifications

• High School Diploma or equivalent.
• 1+ year securities industry experience preferred.
• SIE and Series 7 licenses required.

Responsabilités

• Serves as first point of contact for high-volume client interactions via phone, email, in-person, and virtual channels.
• Onboards new clients, opens new accounts, and researches client information using internal systems.
• Ensures client information and documentation meet firm and regulatory requirements.
• Monitors asset transfers and cash activity; supports investment opportunities for clients.
• Assists Financial Advisors with marketing efforts and client-facing events.

Connaissances

CRM software proficiency

Investment concepts

Financial markets knowledge

Communication skills

Organizational skills

Customer service

Analytical skills

Teamwork

Formation

High School Diploma or equivalent

Securities industry experience (1+ year)

Outils

CRM systems

Excel

Description du poste

Raymond James in Atlanta, GA is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative assistance.

You will manage client inquiries across phone, email, in-person and virtual channels, onboard new clients, open accounts, and maintain accurate records in our CRM while coordinating with the branch team to deliver timely service and compliant documentation.