Hybrid Client Services Specialist (Financial Advisory)

Raymond James; Memphis (TN); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires strong communication across platforms, organization, and the ability to manage multiple tasks in a fast-paced environment.

The ideal candidate will have a High School Diploma and 1+ year securities experience, with hybrid work flexibility.

Qualifications

• High School Diploma or equivalent. One year securities industry or related experience preferred.
• Strong communication across phone, email, in-person, and virtual channels.
• Ability to organize, manage, and track multiple tasks with changing priorities.

Responsibilities

• Serve as first point of contact for a high volume of client interactions via phone, in person, email and mailings.
• Onboard new clients, open accounts, and research client data using internal databases and technology.
• Ensure client information/documentation is current with firm rules and industry regulations.
• Process and monitor asset transfers and verify cost basis is correctly received.
• Prepare financial reports, spreadsheets, and materials for client meetings.
• Input orders and rebalance portfolios on behalf of Financial Advisors.
• Maintain CRM records and assist with marketing events and client outreach.

Skills

CRM software

Excel

Communication

Organization

Problem solving

Teamwork

Customer service

Education

High School Diploma

Tools

CRM software

Job description

Raymond James is seeking a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires strong communication across platforms, organization, and the ability to manage multiple tasks in a fast-paced environment.

The ideal candidate will have a High School Diploma and 1+ year securities experience, with hybrid work flexibility.