Senior Client Service Associate – Financial Advisory

Raymond James; Michigan; On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Disability benefits

Retirement savings plan

Paid time off

Parental leave

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires excellent communication across phones, email, in-person, and virtual platforms, with strong organization to manage multiple tasks in a fast-paced environment.

The position emphasizes onboarding, account maintenance, data accuracy, and collaboration with advisors on client-facing activities.

Qualifications

• High School Diploma or equivalent and 1+ year securities industry experience preferred.
• Familiarity with client service in financial services ideal.
• Proactive problem solving and multi-tasking ability.

Responsibilities

• Serve as first contact for a high volume of client inquiries via phone, email, in person, or mailings.
• Onboard new clients and open accounts; research client data in internal systems.
• Maintain accurate client information and documentation per firm rules.
• Prepare financial reports and materials for client meetings.
• Input orders and rebalance portfolios for Financial Advisors.
• Support marketing efforts and client events; participate in ongoing training.

Skills

CRM software

Excel

Customer service

Communication

Time management

Education

High School Diploma or equivalent

Tools

Office software

Job description

Raymond James is seeking a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires excellent communication across phones, email, in-person, and virtual platforms, with strong organization to manage multiple tasks in a fast-paced environment.

The position emphasizes onboarding, account maintenance, data accuracy, and collaboration with advisors on client-facing activities.