Hybrid Financial Client Services Specialist

Raymond James; Boston (MA); Hybride; USD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability benefits

Retirement savings

Paid time off

Résumé du poste

Raymond James is seeking a dynamic Registered Client Service Associate in Boston, MA to provide high-touch administrative support to Financial Advisors and clients. You will manage communications across phone, email, in-person and virtual channels, onboard new clients, and maintain client data and documentation in CRM systems.

The role involves processing asset transfers, monitoring cash and investment opportunities, and supporting client meetings with reports and materials.

Qualifications

• High School Diploma or equivalent and 1+ years securities industry experience preferred.
• Strong communication skills across multiple platforms (phone, email, in-person).
• Licenses SIE and Series 7; Series 63/65/66 as required by state.

Responsabilités

• Serve as first point of contact for high volume interactions with clients and prospects.
• Onboard new clients and open accounts while researching client information.
• Ensure client data and documentation are up to date per firm rules and regulations.
• Process and monitor asset transfers and verify cost basis is received.
• Assist Financial Advisors with meetings, reports, and client communications.
• Maintain CRM records and support marketing events and seminars.

Connaissances

CRM software

Excel reporting

Client service

Communication

Time management

Formation

High School Diploma or equivalent

Outils

CRM software

Excel

Description du poste

Raymond James is seeking a dynamic Registered Client Service Associate in Boston, MA to provide high-touch administrative support to Financial Advisors and clients. You will manage communications across phone, email, in-person and virtual channels, onboard new clients, and maintain client data and documentation in CRM systems.

The role involves processing asset transfers, monitoring cash and investment opportunities, and supporting client meetings with reports and materials.