Financial Services Client Support Specialist

100 Raymond James & Associates, Inc.; Mount Laurel Township (NJ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James seeks a Registered Client Service Associate to support Financial Advisors, clients, and branch staff. You will handle high-volume client interactions across phone, email, in-person, and virtual channels, while onboarding new clients and managing accounts in a fast-paced environment.

The role emphasizes data accuracy, regulatory compliance, and proactive problem solving with opportunities in client-facing events and marketing support.

Qualifications

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

Responsibilities

• Serve as first point of contact with high volume of daily interactions (phone, in-person, email, mailings).
• Onboard new clients and open accounts; research client and security information.
• Ensure client data and documentation are current per firm and regulatory requirements.
• Process asset transfers and monitor cash available for investment; contact clients with opportunities.
• Prepare financial reports, spreadsheets, and materials for client meetings.
• Input orders and rebalance portfolios for Financial Advisors.

Skills

CRM software

Excel

Communication

Task management

Investment concepts

Trading terminology

Finance knowledge

Education

High School Diploma

Tools

CRM software

Job description

Raymond James seeks a Registered Client Service Associate to support Financial Advisors, clients, and branch staff. You will handle high-volume client interactions across phone, email, in-person, and virtual channels, while onboarding new clients and managing accounts in a fast-paced environment.

The role emphasizes data accuracy, regulatory compliance, and proactive problem solving with opportunities in client-facing events and marketing support.