Registered Client Services Associate

Raymond James Financial, Inc.; Orlando (FL); On-site; USD 38,000 - 64,000; Full time

Job summary

Raymond James Financial, Inc. in Orlando seeks a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff.

The role requires strong communication, organization, and problem-solving abilities in a fast-paced environment. Responsibilities include managing a high volume of client interactions, opening accounts, processing transactions, maintaining CRM data, and supporting marketing events and client communications.

Qualifications

• High School Diploma or equivalent and some experience in securities or related work is preferred.
• Strong communication across multiple platforms (phone, email, in-person, virtual).
• Ability to organize, manage, and track multiple tasks with frequently changing priorities and deadlines.

Responsibilities

• Serves a high volume of daily interactions with clients via phone, in person, virtually, and through mailings.
• Provides support to financial advisors and branch office, both independently and in a team setting.
• Processes client transactions and manages expenses and expense reports with accuracy.
• Opens new client accounts and researches client and security information using internal databases and other technologies.
• Ensures client paperwork is accurate and submitted correctly, following up as needed.
• Prepares letters, forms, and reports to assist servicing existing and prospective clients.
• Maintains CRM records and supports marketing events and client-facing activities.

Skills

Communication skills

Organization

Problem solving

Education

High School Diploma

Tools

CRM software

Excel

Job description

Raymond James Financial, Inc. in Orlando seeks a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff.

The role requires strong communication, organization, and problem-solving abilities in a fast-paced environment. Responsibilities include managing a high volume of client interactions, opening accounts, processing transactions, maintaining CRM data, and supporting marketing events and client communications.