Senior Client Services Associate - Financial Advisor Support

raymondjames; Chattanooga (TN); On-site; USD 52,000 - 72,000; Full time

Job summary

Raymond James in Chattanooga, TN is seeking a dynamic Registered Client Service Associate to support Financial Advisors, clients and branch staff with high-touch administrative tasks.

The role emphasizes communication across phone, email, in-person and virtual channels, meticulous organization, and the ability to manage multiple priorities in a fast-paced environment while delivering exceptional client service.

Qualifications

• Experience supporting financial advisors and clients in a fast-paced environment.
• Strong communication skills across multiple platforms (phone, email, in-person, virtual).
• Ability to organize, manage and track multiple tasks with shifting priorities.

Responsibilities

• Serves as first point of contact for high volume inquiries and meeting scheduling.
• Supports client onboarding, liquidity events, and investment monitoring.
• Assists with budgeting, reporting, and processing of client transactions under supervision.
• Maintains client information, ensures compliance-ready documentation, and supports marketing efforts.

Skills

CRM software

Goal planning

Excel

Job description

Raymond James in Chattanooga, TN is seeking a dynamic Registered Client Service Associate to support Financial Advisors, clients and branch staff with high-touch administrative tasks.

The role emphasizes communication across phone, email, in-person and virtual channels, meticulous organization, and the ability to manage multiple priorities in a fast-paced environment while delivering exceptional client service.