Hybrid Client Service Associate: Financial Advisory Support

Raymond James; Tennessee; Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Benefits package

Hybrid work model

Professional development

Job summary

Raymond James in the United States is seeking a Registered Client Service Associate who provides high touch administrative support to Financial Advisors and clients, using multiple platforms and rigorous attention to detail in a fast-paced environment. The role emphasizes onboarding, account maintenance, documentation compliance, and collaboration with the branch team, with a hybrid work model and a benefits package. SIE and Series 7 licenses are required.

Qualifications

• High School Diploma or equivalent; securities industry experience preferred.
• SIE and Series 7 licenses are required; Series 63/65/66 as state requires.

Responsibilities

• Serve as first contact for high-volume client interactions via phone, in-person, or virtual.
• Onboard new clients and research account information using internal systems.
• Process asset transfers and monitor cash for investment opportunities.
• Prepare client meeting materials and inputs for advisors.
• Support marketing events and cross-training opportunities.

Skills

Client service

Communication

CRM software

Excel

Team collaboration

Education

High School Diploma

Tools

CRM software

Trading platforms

Job description

Raymond James in the United States is seeking a Registered Client Service Associate who provides high touch administrative support to Financial Advisors and clients, using multiple platforms and rigorous attention to detail in a fast-paced environment. The role emphasizes onboarding, account maintenance, documentation compliance, and collaboration with the branch team, with a hybrid work model and a benefits package. SIE and Series 7 licenses are required.