Financial Services Client Support Specialist

raymondjames; Mount Pleasant (SC); On-site; USD 45,000 - 65,000; Full time

Job summary

Raymond James is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative service. The role emphasizes effective communication across phone, email, in-person, and virtual channels, and entails onboarding new clients and opening accounts.

You will manage client data in internal databases, handle asset transfers, monitor cash, and assist with meetings and reporting.

Qualifications

• High School Diploma or equivalent and one or more years securities industry or related work experience preferred.
• SIE certification or exemption required.
• Strong communication and organizational skills.

Responsibilities

• Serves as first point of contact to service a high volume of daily interactions with clients via phone, in person, email or mailings.
• Onboards new clients, opens accounts and researches client information using internal databases.
• Ensures client information and documentation comply with firm rules and regulations.
• Processes asset transfers and monitors cash availability for investment opportunities.
• Prepares financial reports and inputs orders for Financial Advisors.
• Maintains CRM records and supports marketing events.

Skills

CRM software

Excel

Communication

Organization

Investment concepts

Financial services knowledge

Trading terminology

Education

High School Diploma

SIE license

Tools

CRM software

Excel

Goal planning software

Job description

Raymond James is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative service. The role emphasizes effective communication across phone, email, in-person, and virtual channels, and entails onboarding new clients and opening accounts.

You will manage client data in internal databases, handle asset transfers, monitor cash, and assist with meetings and reporting.