Hybrid Client Services Associate—Financial Advisory Support

Raymond James, Inc.; Atlanta, Northern (GA, KY); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Benefits package

Hybrid work model

Job summary

Raymond James, Inc. in Atlanta, GA seeks a Registered Client Service Associate to support financial advisors and clients across multiple communication channels. You will onboard clients, open accounts, research client data, and process asset transfers in a fast-paced environment.

The role involves preparing reports, coordinating client meetings and events, and maintaining accurate CRM records while delivering high-quality customer service.

Qualifications

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

Responsibilities

• Serves as first point of contact for a high volume of daily interactions with clients and advisors.
• Onboards new clients, opens accounts, researches client data, and processes asset transfers.
• Prepares financial reports, spreadsheets, and materials for client meetings and events.
• Maintains client information in CRM and supports marketing efforts and seminars.

Skills

Communication

CRM software

Multitasking

Customer service

Problem solving

Excel

Education

High School Diploma

Tools

CRM software

Job description

Raymond James, Inc. in Atlanta, GA seeks a Registered Client Service Associate to support financial advisors and clients across multiple communication channels. You will onboard clients, open accounts, research client data, and process asset transfers in a fast-paced environment.

The role involves preparing reports, coordinating client meetings and events, and maintaining accurate CRM records while delivering high-quality customer service.