Senior Client Services Associate, Financial Advisory

Fwainvest; Vero Beach (FL); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James in Vero Beach, FL seeks a Senior Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative service. You will handle onboarding, scheduling, quotes, and client communications across phone, email, in-person, and virtual channels.

Ideal candidates bring a HS diploma and 5+ years in financial services, with SIE and Series 7 licenses (and 63/65/66 as required).

Qualifications

• High school diploma or equivalent with 5+ years in financial services.
• Licenses required: SIE, Series 7; Series 63/65/66 as needed by state.
• Proven ability to manage client information and prepare reports.

Responsibilities

• Serve as first point of contact for high-volume client interactions.
• Onboard new clients and open accounts; research client data.
• Assist Financial Advisors with meetings, events, and marketing efforts.
• Produce reports to improve practice efficiency and performance metrics.

Skills

CRM software

Excel

Communication skills

Education

High School Diploma

SIE

Series 7

Series 63/65/66

Job description

Raymond James in Vero Beach, FL seeks a Senior Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative service. You will handle onboarding, scheduling, quotes, and client communications across phone, email, in-person, and virtual channels.

Ideal candidates bring a HS diploma and 5+ years in financial services, with SIE and Series 7 licenses (and 63/65/66 as required).