Senior Client Services Specialist for Financial Advisors

Raymond James; Boca Raton (FL); On-site; USD 52,000 - 72,000; Full time

Job summary

Raymond James in Boca Raton, FL is seeking a dynamic Registered Client Service Associate who provides high-quality administrative support to Financial Advisors and clients, coordinating meetings, quotes, and onboarding, with strong multi-platform communication.

The role emphasizes meticulous task management, client documentation accuracy, and contributing to team efficiency, with opportunities for professional development within a collaborative, client-first culture.

Qualifications

• High School Diploma or equivalent; 5+ years in financial services support preferred.
• SIE certification required; Series 7 required; Series 63/65/66 as state requires.
• Strong communication skills across phone, email, in-person and virtual platforms.

Responsibilities

• Serve as first point of contact for high-volume client inquiries and scheduling.
• Assist with onboarding of new clients and account setup.
• Assist Financial Advisors with marketing, seminars and client events.
• Prepare and maintain reports to improve team efficiency and performance metrics.
• Maintain accurate client documentation and ensure compliance with firm policies.

Skills

CRM software

Excel

Communication skills

Multi-platform communication

Education

High School Diploma or equivalent

Tools

CRM software

Job description

Raymond James in Boca Raton, FL is seeking a dynamic Registered Client Service Associate who provides high-quality administrative support to Financial Advisors and clients, coordinating meetings, quotes, and onboarding, with strong multi-platform communication.

The role emphasizes meticulous task management, client documentation accuracy, and contributing to team efficiency, with opportunities for professional development within a collaborative, client-first culture.