Senior Client Service & Operations Associate

Fwainvest; New York (NY); On-site; USD 80,000 - 96,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking a Senior Registered Client Service Associate in New York, NY to provide high-touch administrative support to Financial Advisors and clients. The role emphasizes timely communication across multiple channels, data accuracy, and proactive problem solving.

Responsibilities include client onboarding, account setup, meeting coordination, budgeting/tracking of advisor expenses, and generating reports to improve practice efficiency.

Qualifications

• High School Diploma or equivalent and five years of financial services industry service experience.
• Proven ability to manage multiple tasks with accuracy and speed.
• Strong communication across phone, email, in-person and virtual channels.

Responsibilities

• Serve as first point of contact for a high volume of client interactions.
• Support Financial Advisors with onboarding, scheduling, and client documentation.
• Assist with marketing efforts and client events; prepare reports to improve efficiency.

Skills

Communication

Customer service

Time management

Attention to detail

Multitasking

Hebrew language

Education

High School Diploma or equivalent

Tools

Excel

CRM software

Job description

Raymond James is seeking a Senior Registered Client Service Associate in New York, NY to provide high-touch administrative support to Financial Advisors and clients. The role emphasizes timely communication across multiple channels, data accuracy, and proactive problem solving.

Responsibilities include client onboarding, account setup, meeting coordination, budgeting/tracking of advisor expenses, and generating reports to improve practice efficiency.