Hybrid Client Services Associate for Financial Advisors

Raymond James, Inc.; Maryland; Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Disability benefits

Retirement savings

Job summary

Raymond James, Inc. is seeking a dynamic Registered Client Service Associate in Hunt Valley, MD. This hybrid, full-time role supports Financial Advisors and their clients with high-touch administrative tasks, client onboarding, and account maintenance.

The position emphasizes strong communication across phone, email, in-person, and virtual channels. The ideal candidate has a detail-oriented mindset, excels at organizing multiple tasks, and demonstrates professional client service skills in a

Qualifications

• High School Diploma or equivalent with 1+ years securities experience preferred.
• Equivalents allowed per HR policy.

Responsibilities

• Serves as first point of contact to service a high volume of daily interactions with prospective and existing clients.
• Onboards new clients and opens new client accounts.
• Researches client and security information using internal databases and other technologies.
• Ensures client information complies with firm rules and regulations.
• Processes and monitors asset transfers and cost basis accuracy.
• Monitors cash awaiting investment and identifies opportunities for client portfolios.
• Prepares financial reports and materials for client meetings.
• Inputs orders and rebalances portfolios for Financial Advisors.
• Maintains CRM records and supports marketing efforts.

Skills

CRM software

Excel

Communication skills

Customer service

Financial concepts

Attention to detail

Team collaboration

Education

High School Diploma or equivalent

Tools

CRM software

Job description

Raymond James, Inc. is seeking a dynamic Registered Client Service Associate in Hunt Valley, MD. This hybrid, full-time role supports Financial Advisors and their clients with high-touch administrative tasks, client onboarding, and account maintenance.

The position emphasizes strong communication across phone, email, in-person, and virtual channels. The ideal candidate has a detail-oriented mindset, excels at organizing multiple tasks, and demonstrates professional client service skills in a