Financial Services Client Support Associate

Raymond James; Florida; Presencial; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

Raymond James is seeking a dynamic Registered Client Service Associate who will support Financial Advisors and clients with high-touch administrative tasks, onboarding new clients, opening accounts, and maintaining accurate records. You will handle inquiries across phone, email, and in person, prepare reports, and assist with events and marketing while staying compliant with industry regulations.

The role requires strong communication, organization, and the ability to manage multiple priorities

Formación

• High School Diploma or equivalent with 1+ year securities industry experience preferred.
• SIE required; Series 7 required; Series 63/65/66 as required by state.

Responsabilidades

• Serves as first point of contact to service a high volume of daily interactions with prospective and existing clients.
• Onboards new clients, opens new client accounts, and researches client and security information.
• Ensures client information and documentation are current with firm and industry requirements.
• Prepares financial reports, spreadsheets and materials for client meetings.
• Inputs orders and rebalances portfolios on behalf of Financial Advisors.
• Maintains client records using CRM software and supports marketing efforts.

Conocimientos

CRM software

Excel

Communication skills

Financial concepts

Customer service

Onboarding clients

Time management

Educación

High School Diploma

Herramientas

CRM software

Descripción del empleo

Raymond James is seeking a dynamic Registered Client Service Associate who will support Financial Advisors and clients with high-touch administrative tasks, onboarding new clients, opening accounts, and maintaining accurate records. You will handle inquiries across phone, email, and in person, prepare reports, and assist with events and marketing while staying compliant with industry regulations.

The role requires strong communication, organization, and the ability to manage multiple priorities