Senior Client Service Associate: Financial Advisor Support

raymondjames; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate to support Financial Advisors and their clients, across phone, email, in-person and virtual channels. The role requires strong organizational skills and the ability to manage multiple tasks with changing priorities in a fast-paced environment.

Key duties include onboarding new clients, opening accounts, client data research, preparing reports, and supporting marketing efforts and events.

Qualifications

• Supporting financial advisors and clients in a professional setting.
• Onboarding new clients and opening accounts.
• Strong communication and organizational abilities.

Responsibilities

• Serves as first contact for high-volume client interactions via phone, email, in-person, and mailings.
• Manages onboarding, client data, and new account opening processes.
• Prepares reports to improve practice efficiencies and performance metrics.
• Supports marketing events and client-facing seminars.

Skills

Communication skills

Organizational skills

Attention to detail

Customer service mindset

Tools

CRM software

Excel

Goal planning software

Job description

Raymond James is seeking a dynamic Registered Client Service Associate to support Financial Advisors and their clients, across phone, email, in-person and virtual channels. The role requires strong organizational skills and the ability to manage multiple tasks with changing priorities in a fast-paced environment.

Key duties include onboarding new clients, opening accounts, client data research, preparing reports, and supporting marketing efforts and events.