Registered Client Service Associate (Wealth Management)

Raymond James Financial, Inc.; Missouri; On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Paid time off

Job summary

Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will manage inquiries across multiple platforms, onboard clients, open accounts, and help coordinate meetings with investment professionals.

The role emphasizes accurate data management, timely processing of transfers, and ongoing collaboration with branch staff to deliver exceptional service in a fast-paced environment.

Qualifications

• High School Diploma or equivalent and one year securities industry experience preferred.
• SIE required; Series 7 required; Series 63/65/66 as required by state.
• Strong verbal and written communication; customer service focus.

Responsibilities

• Serve as first contact for a high volume of client interactions via phone, in-person, virtual, and mailings.
• Onboard new clients and open accounts; research client and security information.
• Process and monitor asset transfers ensuring correct reception of assets and cost basis.
• Prepare financial reports and materials for client meetings; input orders for advisors.
• Maintain records using CRM software and support marketing efforts and client events.

Skills

CRM software

Excel

Communication skills

Problem solving

Education

High School Diploma

Tools

CRM software

Job description

Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will manage inquiries across multiple platforms, onboard clients, open accounts, and help coordinate meetings with investment professionals.

The role emphasizes accurate data management, timely processing of transfers, and ongoing collaboration with branch staff to deliver exceptional service in a fast-paced environment.