Senior Client Services Associate for Financial Advisors

Raymond James Financial, Inc.; Chattanooga (TN); On-site; USD 48,000 - 76,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James Financial, Inc. in Chattanooga, TN seeks a Senior Registered Client Service Associate to support financial advisors, manage client inquiries, and coordinate activities across channels.

You will handle onboarding, client servicing, trade support, reporting, and events, while maintaining compliance and quality service in a fast-paced brokerage environment. Strong communication and organizational skills, plus relevant licenses, are essential to help drive client satisfaction and

Qualifications

• High School Diploma or equivalent with 5 years in financial services.
• Equivalent combination of experience, education, and training.
• SIE, Series 7, and Series 63/65/66 licenses required.

Responsibilities

• Serve as first contact for high-volume client inquiries by phone, email, and in person.
• Assist Financial Advisors with onboarding, meetings, and client communications.
• Process trades and monitor investments as directed.
• Prepare reports to improve practice efficiency and metrics.
• Maintain client data accuracy per firm and regulatory standards.

Skills

CRM software

Goal planning

Excel

Communication skills

Education

High School Diploma

Job description

Raymond James Financial, Inc. in Chattanooga, TN seeks a Senior Registered Client Service Associate to support financial advisors, manage client inquiries, and coordinate activities across channels.

You will handle onboarding, client servicing, trade support, reporting, and events, while maintaining compliance and quality service in a fast-paced brokerage environment. Strong communication and organizational skills, plus relevant licenses, are essential to help drive client satisfaction and