Financial Client Services Associate - Advisor Support

Raymond James Financial, Inc.; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Raymond James Financial, Inc. seeks a Registered Client Service Associate in Houston, TX. The role supports Financial Advisors and clients with high-touch administrative tasks, client onboarding, and account maintenance.

The ideal candidate will handle multi-channel communications, manage tasks in a fast-paced environment, and maintain compliance with industry regulations. SIE and FINRA license requirements apply as part of the role.

Qualifications

• Experience handling client inquiries across phone, email, and in-person channels.
• Ability to organize, track multiple tasks with shifting priorities.
• Familiarity with securities industry terminology and processes.

Responsibilities

• Serve as first point of contact for a high volume of client interactions.
• Onboard new clients and open accounts, verify client and security information.
• Process asset transfers and monitor cash awaiting investment.
• Prepare reports and inputs for financial advisor meetings.

Skills

CRM software

Customer service

Multichannel communication

Financial document handling

Education

High School Diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Excel

Job description

Raymond James Financial, Inc. seeks a Registered Client Service Associate in Houston, TX. The role supports Financial Advisors and clients with high-touch administrative tasks, client onboarding, and account maintenance.

The ideal candidate will handle multi-channel communications, manage tasks in a fast-paced environment, and maintain compliance with industry regulations. SIE and FINRA license requirements apply as part of the role.