Senior Client Service Associate - Financial Advisor Support

Raymond James Financial, Inc.; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients.

You will manage inquiries, schedule meetings, and assist in onboarding new clients while maintaining regulatory compliance. The role requires strong communication skills across multiple platforms and the ability to handle multiple tasks in a fast-paced environment.

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.
• Excellent communication across phone, email, in-person, and virtual channels.

Responsibilities

• Serve as the first contact to answer inquiries, provide quotes, and schedule meetings.
• Onboard new clients and open accounts; research client information using internal systems.
• Assist Financial Advisors with client servicing, marketing events, and reporting.
• Ensure compliance with firm and industry regulations.

Skills

CRM software

Excel

Client communication

Time management

Education

High School Diploma or equivalent

5 years financial services experience

Job description

Raymond James Financial, Inc. is seeking a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients.

You will manage inquiries, schedule meetings, and assist in onboarding new clients while maintaining regulatory compliance. The role requires strong communication skills across multiple platforms and the ability to handle multiple tasks in a fast-paced environment.