Senior Client Service Associate for Financial Advisors

100 Raymond James & Associates, Inc.; San Francisco (CA); On-site; USD 45,000 - 95,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James & Associates, Inc. in San Francisco, CA seeks a Registered Client Service Associate to deliver high-touch administrative support to Financial Advisors and clients.

You will handle onboarding, client inquiries, scheduling, and reporting, while ensuring compliance and accurate data across internal systems. The role requires a high school diploma with 5 years in financial services, SIE and Series 7 licensing, and the ability to manage multiple priorities in a fast-paced team

Qualifications

• High school diploma or equivalent with 5 years of financial services experience.
• SIE certification required; exemption/grandfathering may not apply.
• Series 7 required; Series 63/65/66 may be required by state.
• Ability to obtain additional securities registrations if required.

Responsibilities

• Serve as first point of contact for a high volume of client interactions via phone, in person, and email.
• Assist Financial Advisors with onboarding, liquidity events, and client communications.
• Enter trades and manage model maintenance at advisor direction.
• Create reports to improve practice efficiency and track performance metrics.
• Support marketing efforts for client-facing events and seminars.

Skills

CRM software

Goal planning software

Excel

Communication across platforms

Education

High School Diploma or equivalent

SIE

Series 7

Series 63/65/66

Tools

Microsoft Office

Job description

Raymond James & Associates, Inc. in San Francisco, CA seeks a Registered Client Service Associate to deliver high-touch administrative support to Financial Advisors and clients.

You will handle onboarding, client inquiries, scheduling, and reporting, while ensuring compliance and accurate data across internal systems. The role requires a high school diploma with 5 years in financial services, SIE and Series 7 licensing, and the ability to manage multiple priorities in a fast-paced team