Senior Client Service & Operations Associate

Raymond James; Dallas (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Benefits package including medical, Rx

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate to support Financial Advisors, their clients, and branch staff. The role emphasizes effective communication across phone, email, in-person, and virtual channels, with strong organization of multiple tasks in a fast-paced environment.

Responsibilities include onboarding new clients, scheduling, reporting, and assisting with marketing efforts, while ensuring documentation and client information remain current with firm policies

Qualifications

• Customer service experience in financial services is preferred.
• Ability to communicate effectively across multiple channels.
• Familiarity with standard office software and data reporting.

Responsibilities

• Serve as the first point of contact for a high volume of daily client interactions.
• Provide administrative support to Financial Advisors and staff.
• Assist in onboarding new clients and maintaining client records.

Education

High School Diploma or equivalent

Tools

CRM software

Excel

Job description

Raymond James is seeking a dynamic Registered Client Service Associate to support Financial Advisors, their clients, and branch staff. The role emphasizes effective communication across phone, email, in-person, and virtual channels, with strong organization of multiple tasks in a fast-paced environment.

Responsibilities include onboarding new clients, scheduling, reporting, and assisting with marketing efforts, while ensuring documentation and client information remain current with firm policies