Senior Client Service & Advisor Support

Raymond James; Denver (CO); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Retirement savings plan

Job summary

Raymond James is seeking a Registered Client Service Associate to support Financial Advisors, clients, and branch staff. The role emphasizes effective communication across phone, email, in-person, and virtual channels, while organizing many tasks with changing priorities in a fast-paced environment.

The position involves client onboarding, liquidity events, reporting, and marketing support, with opportunities for professional development and a comprehensive benefits package.

Qualifications

• High school diploma or equivalent required.
• FINRA certifications listed in job description.
• Strong communication and organizational abilities.
• Experience handling high-volume client interactions is preferred.

Responsibilities

• Serve as the first point of contact for clients and advisors via multiple channels.
• Assist with onboarding, liquidity events, and investment monitoring tasks.
• Enter orders and manage marketing support for client events.
• Create reports to improve practice efficiency and performance.

Skills

Communication skills

Organizational skills

Multitasking

Attention to detail

Education

High School (HS)

Certifications (FINRA S63)

Certifications (FINRA S7)

Certifications (FINRA SIE)

Tools

CRM software

Excel

Job description

Raymond James is seeking a Registered Client Service Associate to support Financial Advisors, clients, and branch staff. The role emphasizes effective communication across phone, email, in-person, and virtual channels, while organizing many tasks with changing priorities in a fast-paced environment.

The position involves client onboarding, liquidity events, reporting, and marketing support, with opportunities for professional development and a comprehensive benefits package.