Senior Client Services Associate - Financial Advisory Support

Raymond James; Charleston, Northern (SC, KY); Hybrid; USD 55,000 - 78,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Paid time off

Parental leave

Job summary

Raymond James in Charleston, SC seeks a Sr. Registered Client Service Associate to support financial advisors and clients with high-touch administrative tasks, meeting scheduling, and accurate data handling across phone, email, in-person, and virtual channels.

You will onboard clients, monitor liquidity events, process trades, maintain accounts, generate reports, and help advance practice efficiencies while staying compliant with industry regulations.

Qualifications

• High School Diploma or equivalent and five years of financial services experience.
• SIE required; Series 7 and 63/65/66 as applicable by state.
• Strong CRM and Excel skills; excellent communication and client service.
• Ability to onboard clients and support advisors with compliance in mind.

Responsibilities

• Serve as first contact for a high volume of client interactions by phone, email, in person, or virtually.
• Schedule meetings, provide quotes, and support onboarding of new clients.
• Process discretionary and non-discretionary trades and monitor accounts.
• Maintain documentation, budgets, and reporting to improve team efficiency.
• Assist Advisors with marketing events and client communications.

Skills

CRM software

Excel

Communication

Time management

Customer service

Education

High School Diploma or equivalent

SIE

Series 7

Series 63/65/66

Tools

CRM platforms

Job description

Raymond James in Charleston, SC seeks a Sr. Registered Client Service Associate to support financial advisors and clients with high-touch administrative tasks, meeting scheduling, and accurate data handling across phone, email, in-person, and virtual channels.

You will onboard clients, monitor liquidity events, process trades, maintain accounts, generate reports, and help advance practice efficiencies while staying compliant with industry regulations.