Financial Services Client Experience Associate

Raymond James; Charlotte (NC); On-site; USD 45,000 - 60,000; Full time

Job summary

Raymond James in Charlotte, NC is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-touch administrative tasks across phone, email, in-person, and virtual channels. You will organize, manage, and track multiple tasks in a fast-paced environment to serve clients effectively.

The ideal candidate will handle onboarding, account openings, client research, data accuracy, and reporting while employing CRM systems and Excel for ongoing client support and

Qualifications

• High School Diploma or equivalent and 1+ year securities industry or related experience preferred.
• SIE required; Series 7 and other state-specific licenses may be required.
• Proficiency with CRM software and financial data handling.

Responsibilities

• Serves as first point of contact to service a high volume of daily interactions with clients and advisors.
• Onboards new clients, opens accounts, and researches client information in internal systems.
• Ensures client data and documentation comply with firm rules and regulations.
• Prepares financial reports, spreadsheets, and materials for client meetings.
• Inputs orders and rebalances portfolios on behalf of Financial Advisors.
• Creates and maintains client records in the CRM.

Skills

CRM software

Excel

Communication

Financial terminology

Problem solving

Education

High School Diploma

Securities industry experience

Tools

MS Office

Job description

Raymond James in Charlotte, NC is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-touch administrative tasks across phone, email, in-person, and virtual channels. You will organize, manage, and track multiple tasks in a fast-paced environment to serve clients effectively.

The ideal candidate will handle onboarding, account openings, client research, data accuracy, and reporting while employing CRM systems and Excel for ongoing client support and