Senior Client Relations & Service Associate

Raymond James; New York (NY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, their clients, and branch staff. You will handle inquiries, schedule meetings, process onboarding, and help monitor liquidity events in a fast-paced environment.

The role emphasizes strong communication across phone, email, in-person and virtual platforms, accurate data entry, and the ability to organize multiple tasks while meeting deadlines and regulatory

Qualifications

• High School Diploma or equivalent and five years in financial services.
• SIE required; Series 7 required; Series 63/65/66 as state requirements.
• Ability to obtain additional securities and advisory registrations if required by state.

Responsibilities

• Serves as first point of contact for a high volume of client interactions by phone, in-person, or virtual.
• Onboards new clients and opens new client accounts.
• Provides quotes and schedules meetings for clients and prospects.
• Trades discretionary and non-discretionary products; maintains models and performance tracking.
• Supports marketing efforts including seminars and client-facing events.
• Creates reports to improve practice efficiencies and identify key metrics.
• Manages budgeting and expenses for Financial Advisors.

Skills

CRM software

Excel

Effective communication

Organization

Education

High School Diploma or equivalent

SIE

Series 7

Series 63/65/66 (as required)

5 years financial services experience

Tools

Internal databases

Reporting software

Job description

Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, their clients, and branch staff. You will handle inquiries, schedule meetings, process onboarding, and help monitor liquidity events in a fast-paced environment.

The role emphasizes strong communication across phone, email, in-person and virtual platforms, accurate data entry, and the ability to organize multiple tasks while meeting deadlines and regulatory