Financial Client Services Associate - Advisor Support

100 Raymond James & Associates, Inc.; Orlando (FL); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical, dental, and vision

Retirement savings

Paid time off

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate to join our growing team in Florida. The role provides high quality administrative support to Financial Advisors and clients, leveraging CRM tools, Excel and multi‑platform communications to manage tasks, deadlines, and client needs in a fast-paced office environment.

The ideal candidate will have excellent communication skills, organization, and a client‑focused approach, with prior securities experience preferred.

Qualifications

• High School diploma or equivalent is required or preferred.
• One year or more experience in the securities industry or related work is preferred.
• Strong communication and customer service skills are essential.

Responsibilities

• Help Financial Advisors with routine client inquiries and scheduling.
• Process client financial transactions and assist with expenses and reports.
• Open new client accounts and verify client and security information in internal systems.
• Prepare letters, forms and reports for servicing clients and prospecting.

Skills

CRM software

Excel

Communication skills

Customer service

Education

High School diploma

1 year securities experience preferred

Tools

CRM software

Excel

Job description

Raymond James is seeking a dynamic Registered Client Service Associate to join our growing team in Florida. The role provides high quality administrative support to Financial Advisors and clients, leveraging CRM tools, Excel and multi‑platform communications to manage tasks, deadlines, and client needs in a fast-paced office environment.

The ideal candidate will have excellent communication skills, organization, and a client‑focused approach, with prior securities experience preferred.