Senior Client Relations Specialist

100 Raymond James & Associates, Inc.; Columbia (SC); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Job summary

Raymond James in Columbia, SC is seeking a dynamic Registered Client Service Associate to support financial advisors and clients. You will handle high-volume inquiries, schedule meetings, and maintain accurate client records across multiple channels.

The role requires strong organization, communication, and problem-solving with a client-first approach. You will contribute to onboarding, liquidity events, investment monitoring, and reporting, while following firm policies and industry regulations.

Qualifications

• High School Diploma or equivalent and five years of financial services industry service experience.

Responsibilities

• Serve as first point of contact for a high volume of client interactions via phone, email, in person, or virtual.

Skills

CRM software

Communication

Excel

Planning software

Time management

Education

High School Diploma or equivalent

Job description

Raymond James in Columbia, SC is seeking a dynamic Registered Client Service Associate to support financial advisors and clients. You will handle high-volume inquiries, schedule meetings, and maintain accurate client records across multiple channels.

The role requires strong organization, communication, and problem-solving with a client-first approach. You will contribute to onboarding, liquidity events, investment monitoring, and reporting, while following firm policies and industry regulations.