Senior Client Services Associate — Equity Options

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

Benefits offered by this job

Medical, dental, vision

Retirement savings

Paid time off

Job summary

Raymond James is seeking a Registered Client Service Associate in New York to provide high‑touch administrative support for Financial Advisors and clients. You will manage inquiries, scheduling, onboarding, and monitoring of investments while maintaining accurate records and regulatory compliance.

The role requires effective communication across platforms and the ability to handle multiple priorities in a fast-paced environment within a collaborative branch team.

Qualifications

• Strong client service experience in financial services or similar
• Proficient with CRM software and reporting tools
• Excellent communication across multiple channels

Responsibilities

• Serve as the first point of contact for a high volume of daily client interactions across phone, in person, and virtual channels.
• Assist with onboarding, client onboarding processes, and monitoring of investments.
• Process trades and manage client data and documentation per regulations.

Skills

CRM software

Excel reporting

Communication

Organizational skills

Education

High School Diploma

Tools

Excel

Job description

Raymond James is seeking a Registered Client Service Associate in New York to provide high‑touch administrative support for Financial Advisors and clients. You will manage inquiries, scheduling, onboarding, and monitoring of investments while maintaining accurate records and regulatory compliance.

The role requires effective communication across platforms and the ability to handle multiple priorities in a fast-paced environment within a collaborative branch team.