Hybrid Client Service Associate — Finance & Advisor Support

Raymond James; Memphis (TN); Hybrid; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical, dental and vision

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James seeks a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, their clients, and branch staff.

You will manage inquiries, onboarding, and client data with accuracy, using CRM systems and firm procedures. The role requires effective communication across channels, strong organizational skills, and the ability to handle multiple priorities in a fast-paced environment. Hybrid work with ongoing training and growth opportunities offered.

Qualifications

• High school diploma or equivalent; securities industry experience preferred.
• SIE, Series 7 and 63 licenses preferred; ability to obtain if needed.
• Strong communication and multi-tasking abilities in a fast-paced environment.

Responsibilities

• Serve as first point of contact for a high volume of client interactions via phone, email, in-person, or virtual.
• Onboard new clients and open accounts; research client and security information.
• Process asset transfers and monitor available cash to maximize opportunities.
• Prepare financial reports and client meeting materials.

Skills

CRM software

Excel

Communication skills

Customer service

Onboarding

Education

High School Diploma

Tools

Microsoft Excel

CRM systems

Job description

Raymond James seeks a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, their clients, and branch staff.

You will manage inquiries, onboarding, and client data with accuracy, using CRM systems and firm procedures. The role requires effective communication across channels, strong organizational skills, and the ability to handle multiple priorities in a fast-paced environment. Hybrid work with ongoing training and growth opportunities offered.