Hybrid Client Service Associate - Financial Advisor Support

Raymond James; Bedford (NH); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Benefits package including medical, &d

Paid time off

Retirement savings plan

Job summary

Raymond James in Bedford, NH seeks a dynamic Registered Client Service Associate to support Financial Advisors and clients with high-touch administrative tasks. You will manage client accounts, research information, and prepare reports, while maintaining compliance and accuracy in a fast-paced branch environment.

The role emphasizes effective communication across phone, email, in-person and virtual channels, onboarding new clients, processing transfers, and supporting marketing efforts for

Qualifications

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred.
• 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, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
• Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
• Prepares financial reports, spreadsheets and other materials for client meetings.
• Inputs orders and rebalances portfolios on behalf of the Financial Advisors.

Skills

Customer service

Communication skills

CRM software

Excel

Time management

Analytical thinking

Education

High School Diploma

Tools

CRM software

Job description

Raymond James in Bedford, NH seeks a dynamic Registered Client Service Associate to support Financial Advisors and clients with high-touch administrative tasks. You will manage client accounts, research information, and prepare reports, while maintaining compliance and accuracy in a fast-paced branch environment.

The role emphasizes effective communication across phone, email, in-person and virtual channels, onboarding new clients, processing transfers, and supporting marketing efforts for