Hybrid Client Services Associate - Financial Advisory Support

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

Benefits offered by this job

Medical, dental, vision coverage

Retirement savings plan

Paid time off—vacation, holidays, sick

Job summary

Raymond James Financial, Inc. is seeking a Registered Client Service Associate who will provide high-touch administrative support to Financial Advisors and clients.

You will onboard clients, manage accounts, and research client information using internal databases while ensuring compliance with firm policies. The role requires effective multi-platform communication, strong problem-solving, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• High school diploma or equivalent required; securities industry experience preferred.
• SIE required unless exempted; series 7 required; series 63/65/66 as required by state.
• Experience with CRM software and financial advisor support.

Responsibilities

• Serve as first point of contact handling high volume inquiries and scheduling meetings.
• Onboard new clients and research client and security information in internal systems.
• Process asset transfers, monitor cash awaiting investment, and assist with account maintenance.
• Prepare financial reports and inputs for client meetings; rebalance orders as needed.

Skills

CRM software

Excel reporting

Customer service

Multi-platform communication

Account research

Task management

Education

High School Diploma or equivalent

SIE license

Series 7 license

Series 63/65/66 licenses

Tools

Trading platforms

CRM systems

Job description

Raymond James Financial, Inc. is seeking a Registered Client Service Associate who will provide high-touch administrative support to Financial Advisors and clients.

You will onboard clients, manage accounts, and research client information using internal databases while ensuring compliance with firm policies. The role requires effective multi-platform communication, strong problem-solving, and the ability to manage multiple tasks in a fast-paced environment.