Hybrid Client Service Associate for Financial Advisors

Raymond James; Greenwich (CT); Hybrid; USD 55,000 - 81,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability benefits

Retirement savings

PTO

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate to support Financial Advisors, clients, and branch staff across multiple platforms. You will manage inquiries, onboarding, account openings, and documentation in a fast-paced environment.

The ideal candidate has a High School Diploma with securities experience, SIE/Series licenses, and strong communication and organizational skills within a hybrid workplace.

Qualifications

• High School Diploma or equivalent and 1+ years securities industry experience preferred.
• Equivalent combination of experience, education, and/or training as approved by HR.

Responsibilities

• Serve as first point of contact to service a high volume of daily interactions with clients.
• Work independently and within a dynamic team environment supporting Financial Advisors and branch office.
• Onboard new clients, open new accounts, and research client and security information.
• Ensure client information and documents comply with firm and industry requirements.
• Process and monitor asset transfers to ensure timely receipt and cost basis accuracy.
• Prepare financial reports and materials for client meetings.
• Input orders and rebalance portfolios on behalf of Financial Advisors.
• Maintain CRM records and support marketing efforts and client events.

Skills

Communication skills

CRM software

Customer service

Excel

Task management

Education

High School Diploma

SIE

Series 7

Series 63/65/66

Tools

Trading platforms

Managed account platforms

Job description

Raymond James is seeking a dynamic Registered Client Service Associate to support Financial Advisors, clients, and branch staff across multiple platforms. You will manage inquiries, onboarding, account openings, and documentation in a fast-paced environment.

The ideal candidate has a High School Diploma with securities experience, SIE/Series licenses, and strong communication and organizational skills within a hybrid workplace.