Financial Services Client Experience Specialist

Raymond James; Melbourne (FL); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Medical benefits

Retirement plan

Paid time off

Job summary

Raymond James is actively seeking a dynamic Registered Client Service Associate to join our team in a fast-paced financial services environment. The role focuses on delivering high-touch administrative support to financial advisors and their clients across phone, email, in-person, and virtual channels.

The candidate will manage client onboarding, account openings, and data accuracy, while coordinating with branch staff to ensure timely responses and compliance.

Qualifications

• High school diploma or equivalent and relevant securities industry experience preferred.
• Experience serving high-volume financial clients is a plus.
• Familiarity with CRM and financial products a plus.

Responsibilities

• Serve as first contact for a high volume of client inquiries and meetings.
• Support financial advisors and branch staff with administrative tasks.
• Onboard new clients and open accounts; verify client data.
• Prepare financial reports and client-facing materials.
• Maintain CRM records and assist with marketing activities.

Skills

Effective communication

CRM software

Excel reporting

Client service

Multichannel support

Scheduling meetings

Researching client info

Team collaboration

Financial industry knowledge

Education

High School Diploma or equivalent

Tools

CRM systems

Firm databases

Job description

Raymond James is actively seeking a dynamic Registered Client Service Associate to join our team in a fast-paced financial services environment. The role focuses on delivering high-touch administrative support to financial advisors and their clients across phone, email, in-person, and virtual channels.

The candidate will manage client onboarding, account openings, and data accuracy, while coordinating with branch staff to ensure timely responses and compliance.