Senior Client Services Associate for Financial Advisors

100 Raymond James & Associates, Inc.; Colorado Springs (CO); On-site; USD 55,000 - 75,000; Full time

Job summary

Raymond James in Colorado Springs seeks a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients and branch staff. The role requires coordinating inquiries, scheduling meetings, onboarding new clients, and assisting with investments and marketing efforts.

The ideal candidate has strong communication, organization, and problem-solving skills, plus experience with CRM and Excel.

Qualifications

• High School diploma and 5 years in financial services client service.
• SIE, Series 7, and state registrations as required.
• Equivalent combination approved by HR.

Responsibilities

• Serve as first point of contact for a high volume of client inquiries via phone, email, in-person, and virtual channels.
• Assist Financial Advisors with onboarding, client events, and marketing efforts.
• Create reports to monitor practice performance and support budgeting.
• Maintain accurate client records and ensure compliance with firm rules.

Skills

CRM software

Excel

Client service

Communication

Time management

Education

High School Diploma

SIE Certification

Series 7

Series 63/65/66

Job description

Raymond James in Colorado Springs seeks a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients and branch staff. The role requires coordinating inquiries, scheduling meetings, onboarding new clients, and assisting with investments and marketing efforts.

The ideal candidate has strong communication, organization, and problem-solving skills, plus experience with CRM and Excel.