Senior Client Service Associate, Advisor Support

Raymond James Financial, Inc.; Maryland; Hybrid; USD 80,000 - 85,000; Full time

Benefits offered by this job

Benefits package including medical,, &

Job summary

Raymond James Financial, Inc. is seeking a Senior Registered Client Service Associate in Hunt Valley, MD. The role provides high-touch administrative support to Financial Advisors and clients, coordinating onboarding, account setup, and client communications across multiple channels.

The ideal candidate communicates effectively, manages multiple tasks with changing priorities, and helps prepare client reports and performance metrics within a collaborative team.

Qualifications

• High School Diploma or equivalent and five years of financial services industry service experience.
• SIE required; Series 7 required; Series 63, 65 and/or 66 as required by state.
• Ability to obtain additional securities and advisory registrations if required by state.
• Strong client service and communication skills are essential.

Responsibilities

• Serves as first point of contact servicing a high volume of daily client interactions by phone, email, in person, or virtually.
• Assist Financial Advisors with onboarding, meetings, and client account setup.
• Support budgeting, expense tracking, and reporting for the Advisor team.
• Create reports to improve practice efficiency and performance metrics.

Skills

CRM software

Excel

Communication

Organization

Education

High School Diploma

Job description

Raymond James Financial, Inc. is seeking a Senior Registered Client Service Associate in Hunt Valley, MD. The role provides high-touch administrative support to Financial Advisors and clients, coordinating onboarding, account setup, and client communications across multiple channels.

The ideal candidate communicates effectively, manages multiple tasks with changing priorities, and helps prepare client reports and performance metrics within a collaborative team.