Senior Client Services Associate, Financial Advisor Support

raymondjames; Newport Beach (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Raymond James in Newport Beach, CA is seeking a Registered Client Service Associate to support Financial Advisors, prospect and existing clients, and branch staff with high-touch administrative duties in a fast-paced environment.

The role emphasizes effective communication across phone, email, in-person, and virtual channels, onboarding new clients, managing accounts, creating reports, and assisting with marketing efforts and events.

Qualifications

• Experience using CRM or similar contact management software.
• Proficiency with Excel for reporting.
• Effective communication across multiple channels (phone, email, in-person, virtual).

Responsibilities

• Serve as first point of contact for high-volume client interactions.
• Onboard new clients and open client accounts.
• Help with liquidity events, private placements, and monitoring.
• Create reports to measure practice performance.
• Support Financial Advisors with marketing events and scheduling.

Skills

CRM software

Goal planning software

Excel

Job description

Raymond James in Newport Beach, CA is seeking a Registered Client Service Associate to support Financial Advisors, prospect and existing clients, and branch staff with high-touch administrative duties in a fast-paced environment.

The role emphasizes effective communication across phone, email, in-person, and virtual channels, onboarding new clients, managing accounts, creating reports, and assisting with marketing efforts and events.