Financial Services Client Support Specialist

Raymond James Financial, Inc.; Bethesda (MD); On-site; USD 52,000 - 76,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, prospects, and clients.

The role emphasizes effective communication across phone, email, in-person, and virtual channels, and requires strong organization to manage multiple deadlines in a fast-paced environment. The successful candidate will onboard clients, open accounts, research client data, and assist with marketing efforts and client

Qualifications

• High School Diploma or equivalent and 1+ years securities industry or related work experience preferred.
• Experience handling high-volume inquiries and coordinating multiple tasks simultaneously.
• Familiarity with securities industry concepts, rules, and client servicing standards.

Responsibilities

• Serve as the first point of contact for a high volume of client interactions via phone, in person, and virtual.
• Provide support to Financial Advisors and branch staff with administrative tasks and client onboarding.
• Open new client accounts and research client information using internal databases.
• Process asset transfers and monitor cash availability for investment opportunities.
• Prepare financial reports and inputs for client meetings and account reviews.

Skills

CRM software

Excel

Customer service

Communication

Account research

Multi-tasking

Problem solving

Team collaboration

Financial terminology

Education

High School Diploma or equivalent

Tools

CRM software

Job description

Raymond James Financial, Inc. is seeking a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, prospects, and clients.

The role emphasizes effective communication across phone, email, in-person, and virtual channels, and requires strong organization to manage multiple deadlines in a fast-paced environment. The successful candidate will onboard clients, open accounts, research client data, and assist with marketing efforts and client