Registered Client Service Associate (Atlanta, GA)

Raymond James; Atlanta (GA); On-site; USD 45,000 - 60,000; Full time

Job summary

A leading financial services firm is seeking a motivated Registered Client Service Associate in Atlanta, GA. This role involves providing high-quality administrative support to Financial Advisors and clients, managing inquiries, onboarding clients, and maintaining documentation. Ideal candidates will have strong communication and organizational skills, along with experience in the securities industry.

Qualifications

• 1+ years of securities industry experience preferred.

Responsibilities

• Serve as the first point of contact for client inquiries.
• Onboard new clients and maintain accurate client documentation.
• Prepare financial reports and assist with marketing events.

Skills

Communication

Problem Solving

Organizational

Interpersonal

Education

High School Diploma

Tools

CRM Software

Excel

Job description

Registered Client Service Associate (Atlanta, GA)

Job Summary

Raymond James, with over 60 years of excellence in financial services, is seeking a motivated and detail-oriented Registered Client Service Associate to support our growing team. This role provides high-quality administrative support to Financial Advisors, clients, and branch staff. The ideal candidate has strong communication skills across various platforms and can manage multiple tasks in a fast-paced environment.

Responsibilities:

• Serve as the first point of contact for client inquiries via phone, email, in-person, and mail.
• Support Financial Advisors and the branch team both independently and collaboratively.
• Onboard new clients, open accounts, and research client information using internal systems.
• Maintain accurate client documentation per industry standards.
• Monitor asset transfers and ensure successful completion.
• Review cash reports and contact clients about investment opportunities.
• Handle corporate actions and client account alerts.
• Prepare financial reports and meeting materials.
• Input orders and rebalance portfolios as directed.
• Maintain records using CRM software.
• Assist with marketing events and client seminars.
• Engage in training and professional development to stay current.
• Perform additional duties as assigned.

Skills:

• Knowledge of company policies, financial markets, and securities industry practices.
• Experience with CRM and goal planning software.
• Proficiency in Excel and office equipment.
• Strong organizational, communication, and problem-solving skills.
• Ability to handle stressful situations with professionalism.
• Effective interpersonal and virtual communication skills.

Education/Experience:

• High School Diploma or equivalent; 1+ years of securities industry experience preferred.

Licenses/Certifications:

• SIE required; Series 7 required; Series 63, 65, or 66 as needed by state.

Travel: Less than 25%

Workstyle: Resident

Raymond James values diversity and encourages authentic self-expression. We are an equal opportunity employer committed to merit and business needs.