Senior Client Services & Financial Operations Associate

Raymond James; South Carolina; On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Disability benefits

Retirement savings plans

Paid time off

Job summary

Raymond James is seeking a Registered Client Service Associate in South Carolina to provide high-touch administrative support to Financial Advisors and clients. You will handle inquiries, onboarding, event support, and reporting, collaborating closely with branch staff to ensure efficient client service.

The role emphasizes effective communication across channels, organization of multiple tasks, and the ability to adapt to changing priorities in a fast-paced environment.

Qualifications

• High School Diploma or equivalent and five years of financial services industry service experience.
• SIE license required; exemption/grandfathering not applicable.
• Series 7 required; Series 63/65/66 as state requires.

Responsibilities

• Serve as first point of contact to service a high volume of daily interactions with prospective and existing clients by phone, in person, or virtually.
• Assist Financial Advisors with marketing efforts including seminars and client events; prepare reports to improve practice efficiency.
• Onboards new clients, opens client accounts, researches account and security information using internal databases.
• Supports budgeting and tracking of Financial Advisor expenses and maintains compliant documentation.
• Provide high level of customer service and resolve inquiries or issues in a timely, professional manner.

Skills

Multitasking

Communication skills

Client service

Education

High School Diploma or equivalent

Tools

CRM software

Goal planning software

Excel

Job description

Raymond James is seeking a Registered Client Service Associate in South Carolina to provide high-touch administrative support to Financial Advisors and clients. You will handle inquiries, onboarding, event support, and reporting, collaborating closely with branch staff to ensure efficient client service.

The role emphasizes effective communication across channels, organization of multiple tasks, and the ability to adapt to changing priorities in a fast-paced environment.