Financial Advisory Client Services Associate

100 Raymond James & Associates, Inc.; Greenville (SC); Vor Ort; USD 45.000 - 65.000; Vollzeit

Benefits dieser Stelle

Medical, dental, and vision

Life insurance

Retirement savings

Paid time off

Parental leave

Zusammenfassung

Raymond James is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative service. You will manage onboarding, account setup, documentation, and ongoing client communications across multiple platforms.

The role emphasizes attention to detail, organization, and the ability to work independently within a collaborative team environment, while supporting marketing efforts and professional development.

Qualifikationen

• High school diploma or equivalent required.
• One or more years in securities industry or related work preferred.
• SIE and Series 7 required per firm policy.

Aufgaben

• Serves as first point of contact to service a high volume of daily interactions with prospective and existing clients.
• Onboards new clients, opens new client accounts and researches client information using internal databases.
• Ensures client information and documentation meet firm and industry requirements.
• Monitors asset transfers to ensure successful receipt and cost basis alignment.
• Prepares financial reports and materials for client meetings.
• Inputs orders and rebalances portfolios on behalf of Financial Advisors.

Kenntnisse

Effective communication

Customer service

Organizational skills

Excel

Attention to detail

Time management

Ausbildung

High School Diploma or equivalent

Tools

CRM software

Jobbeschreibung

Raymond James is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative service. You will manage onboarding, account setup, documentation, and ongoing client communications across multiple platforms.

The role emphasizes attention to detail, organization, and the ability to work independently within a collaborative team environment, while supporting marketing efforts and professional development.