Senior Client Services & Advisory Support

100 Raymond James & Associates, Inc.; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Disability benefits

401(k) retirement plan

Job summary

Raymond James & Associates, Inc. is seeking a Registered Client Service Associate in Dallas, TX to provide high-touch administrative support to Financial Advisors, prospective and existing clients, and branch staff.

The role requires strong communication across multiple platforms and the ability to manage multiple tasks in a fast-paced environment. The ideal candidate will be detail-oriented with experience in client onboarding, trading support, and event coordination, contributing to the team’s

Qualifications

• High School Diploma or equivalent and five years of financial services industry service experience.

Responsibilities

• Serves as first point of contact to service a high volume of daily interactions with clients via phone, in person, and email.
• Helps manage onboarding of new clients and maintenance of accounts.
• Creates reports to identify performance metrics and improve practice efficiency.
• Assists Financial Advisors with scheduling meetings and supporting marketing events.

Skills

CRM software

Excel

Effective communication

Organizational skills

Education

High School Diploma

Tools

CRM tools

Job description

Raymond James & Associates, Inc. is seeking a Registered Client Service Associate in Dallas, TX to provide high-touch administrative support to Financial Advisors, prospective and existing clients, and branch staff.

The role requires strong communication across multiple platforms and the ability to manage multiple tasks in a fast-paced environment. The ideal candidate will be detail-oriented with experience in client onboarding, trading support, and event coordination, contributing to the team’s