Senior Client Service Associate for Financial Advisors

100 Raymond James & Associates, Inc.; Denver (CO); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Benefits package (medical, dental, and

Job summary

Raymond James & Associates, Inc. is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative assistance.

You’ll communicate effectively across phone, email, in-person, and virtual channels while organizing multiple tasks in a fast-paced branch environment. The role involves onboarding new clients, scheduling meetings, monitoring investments, and facilitating client-focused events.

Qualifications

• High School Diploma or equivalent with five years in financial services.
• Experience supporting financial advisors and clients in a fast-paced environment.

Responsibilities

• Serve as first point of contact for high-volume client interactions via phone, email, in person, or virtual.
• Assist in onboarding new clients and opening accounts; research client information in internal databases.
• Prepare reports, monitor accounts, and support budgeting and advisor expenses.

Skills

CRM software

Excel

Communication

Time management

Education

High School Diploma

Tools

Internal databases

Job description

Raymond James & Associates, Inc. is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative assistance.

You’ll communicate effectively across phone, email, in-person, and virtual channels while organizing multiple tasks in a fast-paced branch environment. The role involves onboarding new clients, scheduling meetings, monitoring investments, and facilitating client-focused events.