Senior Client Services Associate — Financial Advisory Support

100 Raymond James & Associates, Inc.; Newport Beach (CA); On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James in Newport Beach, CA is seeking a Registered Client Service Associate to support financial advisors and their clients with high‑quality administrative assistance. You will handle inquiries, scheduling, onboarding, and liaison across phone, email, in person, and virtual channels.

The role emphasizes meticulous organization, strong communication, and the ability to manage multiple tasks in a dynamic, fast‑paced environment while helping to maintain accurate client records and

Qualifications

• High School Diploma and five years of financial services industry service experience or equivalent.
• Experience onboarding new clients and maintaining accounts.
• Strong communication and CRM skills are essential.

Responsibilities

• Serves as first point of contact for high-volume client interactions via phone, email, in person, or virtual.
• Supports onboarding, liquidity events, and monitoring of private placements.
• Assists with trading activities and account maintenance.
• Maintains client records and prepares reports to improve branch efficiency.
• Works independently and in a team to support Financial Advisors.

Skills

CRM software

Excel

Effective communication

Time management

Multitasking

Client service

Organizational skills

Education

High School Diploma

Tools

CRM software

Excel

Job description

Raymond James in Newport Beach, CA is seeking a Registered Client Service Associate to support financial advisors and their clients with high‑quality administrative assistance. You will handle inquiries, scheduling, onboarding, and liaison across phone, email, in person, and virtual channels.

The role emphasizes meticulous organization, strong communication, and the ability to manage multiple tasks in a dynamic, fast‑paced environment while helping to maintain accurate client records and