Senior Client Services & Relationship Specialist

Raymond James Financial, Inc.; Columbia (SC); On-site; USD 55,000 - 77,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. You will handle inquiries, schedule meetings, and help with onboarding, trading, and reporting to enhance client service.

The role requires strong communication across platforms, attention to detail, and ability to manage multiple priorities in a fast-paced environment. Licenses and regulator requirements are part of the job.

Qualifications

• High School Diploma or equivalent with five years in financial services industry experience.
• SIE required; Series 7 and Series 63/65/66 as state requirements.
• Ability to obtain additional securities/advisory registrations as needed.
• Strong communication across in-person, phone, email and virtual channels.
• Attention to detail; ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Serves as first point of contact to service a high volume of inquiries from clients.
• Schedules meetings and provides quotes to prospective and existing clients.
• Manages client onboarding, liquidity events, and private placement monitoring.
• Executes trading of discretionary and non-discretionary products and tracks performance.
• Supports marketing efforts and client events.
• Ensures compliance with firm policies and industry regulations.
• Creates reports to improve efficiency and performance.
• Onboards new clients and opens client accounts via internal databases.

Skills

CRM software

Excel

Communication

Time management

Problem solving

Education

High School Diploma or equivalent

Tools

CRM software (e.g., Salesforce)

Goal planning software

Job description

Raymond James Financial, Inc. is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. You will handle inquiries, schedule meetings, and help with onboarding, trading, and reporting to enhance client service.

The role requires strong communication across platforms, attention to detail, and ability to manage multiple priorities in a fast-paced environment. Licenses and regulator requirements are part of the job.