Senior Client Service Associate: Advisor Support

raymondjames; Birmingham (AL); On-site; USD 40,000 - 60,000; Full time

Job summary

Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and their clients. You will assist with scheduling, inquiries, and onboarding in a fast-paced branch environment.

The ideal candidate communicates effectively across phone, email, in-person and virtual channels, manages multiple tasks, and helps drive client service excellence and operational efficiency within the team.

Qualifications

• Experience supporting Financial Advisors and their clients in a financial services or branch environment.
• Proven ability to manage multiple tasks with competing deadlines.
• Proficient in CRM systems and maintenance of client records.

Responsibilities

• Serve as the first point of contact for a high volume of client interactions via phone, email, in-person, or virtual.
• Assist with new client onboarding, scheduling, and meeting coordination.
• Support trading and documentation processes for client accounts as directed by Financial Advisors.
• Create routine reports to monitor activities and improve practice efficiency.
• Assist with marketing efforts and client events as needed.

Skills

CRM software

Goal planning software

Excel

Effective communication

Job description

Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and their clients. You will assist with scheduling, inquiries, and onboarding in a fast-paced branch environment.

The ideal candidate communicates effectively across phone, email, in-person and virtual channels, manages multiple tasks, and helps drive client service excellence and operational efficiency within the team.