Senior Client Services Associate, Financial Advisory

Raymond James Financial, Inc.; Dallas (TX); Hybrid; USD 48,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Disability benefits

Retirement savings program

Paid time off

Job summary

Raymond James Financial, Inc. is seeking a dynamic Registered Client Service Associate to support Financial Advisors and their clients and branch staff.

This role emphasizes effective communication across platforms and the ability to manage multiple urgent tasks in a fast-paced environment. The ideal candidate will be detail oriented, capable of problem solving, and willing to participate in ongoing training and development.

Qualifications

• High school diploma or equivalent required; 5+ years in financial services preferred.
• Experience servicing clients and managing multiple tasks with accuracy is essential.
• Proficiency with CRM systems, Excel, and data/document management.

Responsibilities

• Serves as first point of contact for a high volume of client interactions by phone, email, or in person.
• Assists Financial Advisors with onboarding, account setup, and client communications.
• Trades discretionary and non-discretionary products; monitors model performance.
• Maintains client documentation and ensures regulatory compliance and data accuracy.
• Supports marketing events, seminars, and client outreach activities.
• Prepares reports to improve efficiency and track practice performance.

Skills

CRM software

Communication

Multichannel support

Financial services knowledge

Education

High School Diploma or equivalent

5 years financial services experience

Tools

CRM software

Excel

Internal databases

Job description

Raymond James Financial, Inc. is seeking a dynamic Registered Client Service Associate to support Financial Advisors and their clients and branch staff.

This role emphasizes effective communication across platforms and the ability to manage multiple urgent tasks in a fast-paced environment. The ideal candidate will be detail oriented, capable of problem solving, and willing to participate in ongoing training and development.