Hybrid Client Services Associate - Financial Advisor Support

Raymond James; Ridgefield (CT); Hybrid; USD 55,000 - 72,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement plan

Paid time off

Parental leave

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate to deliver high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires clear communication across phone, email, in person and virtual channels, and the ability to juggle multiple tasks in a fast-paced environment.

The ideal candidate will be detail oriented, a proactive problem-solver, and comfortable using CRM software and Excel to prepare reports, onboard new clients, open accounts,

Qualifications

• High school diploma and securities industry experience preferred.
• Ability to multi-task and adapt to changing priorities in a fast-paced environment.
• Excellent communication across phone, email, in-person and virtual platforms.
• Strong attention to detail and problem-solving skills.

Responsibilities

• Serve as the first contact handling a high volume of client inquiries and meetings.
• Support financial advisors and branch staff in a dynamic team environment.
• Onboard new clients, open accounts, and research client data in internal systems.
• Keep client information current with firm and industry requirements.
• Process asset transfers and monitor cash available for investment opportunities.
• Prepare financial reports and materials for client meetings.
• Input orders and rebalance portfolios for advisors.
• Maintain records in the CRM and assist with client events and seminars.
• Engage in training and development to stay current on policies.

Skills

Communication

Customer service

Organizational skills

Problem solving

Attention to detail

Multiplatform communication

Education

High School Diploma or equivalent

SIE required

Series 7

Series 63/65/66 as required

Tools

CRM software

Excel

Office suite

Job description

Raymond James is seeking a dynamic Registered Client Service Associate to deliver high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires clear communication across phone, email, in person and virtual channels, and the ability to juggle multiple tasks in a fast-paced environment.

The ideal candidate will be detail oriented, a proactive problem-solver, and comfortable using CRM software and Excel to prepare reports, onboard new clients, open accounts,