Financial Client Services Specialist

Raymondjames; Belleville (IL); On-site; USD 55,000 - 70,000; Full time

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and staff. You will handle onboarding, account openings, documentation, and client communications across multiple channels.

The role requires strong organization, problem-solving, and ability to manage changing priorities in a fast-paced environment, with opportunities for professional development and growth within the firm.

Qualifications

• One year securities industry experience preferred.
• SIE required; Series 7 license required.
• State requirements may necessitate Series 63/65/66.

Responsibilities

• Serve as first contact for a high volume of client inquiries via phone, in person, or email.
• Onboard new clients and open accounts.
• Research client information using internal databases and tools.
• Process asset transfers and monitor cash awaiting investment.

Skills

Client communication

Account management

Data analysis

Time management

Education

High School Diploma

Tools

CRM software

Excel

Trading platforms

Job description

Raymond James is seeking a dynamic Registered Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and staff. You will handle onboarding, account openings, documentation, and client communications across multiple channels.

The role requires strong organization, problem-solving, and ability to manage changing priorities in a fast-paced environment, with opportunities for professional development and growth within the firm.