Financial Services Client Support Specialist

Raymond James; Washington (District of Columbia); On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

Medical, dental and vision benefits

Paid time off

Retirement savings plan

Job summary

Raymond James is seeking a Registered Client Service Associate to support Financial Advisors, prospective and existing clients, and branch staff. The role emphasizes high-touch administrative support, strong communication, organization, and the ability to manage multiple tasks with changing priorities in a fast-paced environment.

The ideal candidate will assist with onboarding, accounts, documentation, asset transfers, cash monitoring, and client meetings through CRM and internal systems.

Qualifications

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred.
• OR ~ An equivalent combination of experience, education, and/or training as approved by Human Resources.

Responsibilities

• 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 using internal databases and other technologies.
• Ensures client information and documentation are current with firm and industry requirements, rules and regulations.
• Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
• Maintains records and files using CRM software and supports marketing efforts including seminars and client events.

Skills

CRM software

Excel

Client service

Communication

Organization

Education

High School Diploma

Tools

CRM software

Internal databases

Job description

Raymond James is seeking a Registered Client Service Associate to support Financial Advisors, prospective and existing clients, and branch staff. The role emphasizes high-touch administrative support, strong communication, organization, and the ability to manage multiple tasks with changing priorities in a fast-paced environment.

The ideal candidate will assist with onboarding, accounts, documentation, asset transfers, cash monitoring, and client meetings through CRM and internal systems.