Financial Client Services Associate (Hybrid)

Raymond James Financial, Inc.; Memphis (TN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance

Retirement Savings Plan

Paid Time Off

Parental Leave

Job summary

Raymond James Financial, Inc. is seeking a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients.

You will handle inquiries, schedule meetings, onboard new clients, and maintain client data across CRM systems while ensuring compliance and accuracy. In this role, you will assist with portfolio updates, asset transfers, and client communications across multiple channels.

Qualifications

• High School Diploma or equivalent; securities industry experience preferred.
• SIE required; grandfathering/exemption not applicable.
• Series 7 required; Series 63/65/66 as state requires.

Responsibilities

• Serves as first point of contact to service a high volume of daily interactions with clients and advisors.
• Onboards new clients and opens accounts; researches client/ security information.
• Prepares financial reports, inputs orders, and assists with portfolio rebalances.

Skills

CRM software

Excel

Communication

Time management

Attention to detail

Customer service

Financial concepts

Education

High School Diploma or equivalent

SIE license

Series 7 license

Series 63/65/66 licensing as required

Tools

CRM software

Job description

Raymond James Financial, Inc. is seeking a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients.

You will handle inquiries, schedule meetings, onboard new clients, and maintain client data across CRM systems while ensuring compliance and accuracy. In this role, you will assist with portfolio updates, asset transfers, and client communications across multiple channels.