Hybrid Client Services Associate-Financial Advisor Support

Raymond James Financial, Inc.; Town of Florida, Northern (NY, KY); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will handle inquiries, schedule meetings, onboard new clients, and maintain accurate records.

The role requires strong communication, the ability to manage multiple tasks in a fast-paced environment, and proficiency with CRM systems and Excel. A hybrid work model and comprehensive benefits are offered.

Qualifications

• High school diploma or equivalent; securities industry experience preferred.
• SIE required; Series 7 license required; Series 63/65/66 as applicable by state.

Responsibilities

• Serve as first point of contact handling high-volume inquiries by phone, in person, and virtually.
• Onboard new clients and open client accounts; research client data using internal systems.
• Prepare financial reports and materials for client meetings; input orders and rebalance portfolios as directed.

Skills

CRM software

Excel

Communication

Account management

Onboarding

Education

High School Diploma

SIE

Series 7

Tools

CRM software

Job description

Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will handle inquiries, schedule meetings, onboard new clients, and maintain accurate records.

The role requires strong communication, the ability to manage multiple tasks in a fast-paced environment, and proficiency with CRM systems and Excel. A hybrid work model and comprehensive benefits are offered.