Senior Client Services Associate: Financial Advisor Support

Raymond James; California; On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Medical, Dental, Vision benefits

Retirement savings plan

Paid time off and holidays

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate to provide high touch administrative support to Financial Advisors, their clients, and branch staff. You will handle inquiries, schedule meetings, and assist with onboarding and client documentation across multiple platforms.

The role emphasizes accuracy, proactive follow-up, and collaboration within a fast-paced team while contributing to client satisfaction and overall branch performance.

Qualifications

• High School Diploma or equivalent; five (5) years of financial services industry service experience.
• Experience supporting Financial Advisors and clients in a fast-paced, client-focused environment.
• Strong communication skills across phone, email, in-person, and virtual channels.

Responsibilities

• Serve as first point of contact for high volume client interactions via phone, email, in-person, or virtual.
• Assist with onboarding new clients and setup of new accounts under guidance of Financial Advisor.
• Provide quotes, schedule meetings, and assist with marketing events and client communications.
• Maintain accurate client information and documentation to meet firm and regulatory standards.
• Create practice efficiency reports and assist with budgeting and expense tracking.

Skills

Communication

Multi-channel communication

Attention to detail

Education

High School Diploma or equivalent

Tools

CRM software

Excel

Job description

Raymond James is seeking a dynamic Registered Client Service Associate to provide high touch administrative support to Financial Advisors, their clients, and branch staff. You will handle inquiries, schedule meetings, and assist with onboarding and client documentation across multiple platforms.

The role emphasizes accuracy, proactive follow-up, and collaboration within a fast-paced team while contributing to client satisfaction and overall branch performance.