Senior Client Service Associate, Financial Advisory Support

Raymond James; Newport Beach (CA); On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Retirement savings

Paid time off

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and their clients. The role emphasizes strong communication across phone, email, in-person, and virtual channels, with the ability to manage multiple tasks in a fast-paced environment.

The position involves onboarding new clients, scheduling meetings, handling client inquiries, and assisting with budgeting, reporting, and compliance.

Qualifications

• Five years of financial services industry service experience or equivalent

Responsibilities

• Serve as first point of contact to service a high volume of daily interactions with clients
• Assist Financial Advisors with onboarding, meetings, and client communications
• Prepare reports and monitor accounts for accuracy and regulatory compliance
• Support marketing efforts and client events
• Maintain client information and documentation in internal systems

Skills

CRM software

Communication

Excel

Goal planning

Education

High School Diploma

Tools

CRM software

Microsoft Excel

Job description

Raymond James is seeking a dynamic Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and their clients. The role emphasizes strong communication across phone, email, in-person, and virtual channels, with the ability to manage multiple tasks in a fast-paced environment.

The position involves onboarding new clients, scheduling meetings, handling client inquiries, and assisting with budgeting, reporting, and compliance.