Financial Client Services Associate (Hybrid)

Raymond James, Inc.; Memphis, Northern (TN, KY); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision

Retirement plan

Paid time off

Job summary

Raymond James in Memphis is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and staff. You will handle inquiries, schedule meetings, onboard new clients, and maintain client data across internal systems.

The role requires excellent communication, solid Excel skills, and the ability to manage multiple tasks in a fast-paced hybrid environment. Licenses are preferred or can be obtained.

Qualifications

• High School Diploma or equivalent; securities industry experience preferred.
• SIE, Series 7 and 63 licenses preferred or ability to obtain.
• Strong communication and multi-tasking in a fast-paced environment.

Responsibilities

• Serves as first point of contact for a high volume of client interactions via phone, in person, and virtual.
• Onboards new clients and opens accounts; researches client and security information.
• Monitors asset transfers and cash awaiting investment; prepares reports for meetings.
• Inputs orders and assists with rebalancing portfolios for Advisors.
• Maintains client records using CRM; supports marketing events and seminars.

Skills

CRM software

Communication

Attention to detail

Microsoft Excel

Multichannel service

Education

High School Diploma

FINRA SIE License

Series 7 & 63 preferred

Tools

CRM software

Office Suite

Job description

Raymond James in Memphis is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and staff. You will handle inquiries, schedule meetings, onboard new clients, and maintain client data across internal systems.

The role requires excellent communication, solid Excel skills, and the ability to manage multiple tasks in a fast-paced hybrid environment. Licenses are preferred or can be obtained.