Senior Financial Client Services Advisor

Raymond James Financial, Inc.; New York (NY); On-site; USD 80,000 - 96,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a Registered Client Service Associate to deliver high-touch administrative support to Financial Advisors and clients. The role involves coordinating meetings, onboarding new clients, and aiding in liquidity events and trade processing.

The ideal candidate communicates effectively across channels and thrives in a fast-paced team environment, providing dependable service and accurate documentation to ensure regulatory and firm standards are met.

Qualifications

• Experience supporting financial advisors and clients in a fast-paced environment.
• Proficiency with CRM systems and office productivity tools.
• SIE and securities licensing knowledge is a plus.

Responsibilities

• Serve as first point of contact for high-volume client inquiries and meetings.
• Support onboarding, liquidity events, and investment monitoring.
• Assist with trading, account setup, and documentation updates.
• Prepare reports and track team performance metrics.
• Collaborate with advisors on marketing efforts and client events.

Skills

CRM software

Goal planning software

Excel

Effective communication

Education

High School Diploma or equivalent

Job description

Raymond James Financial, Inc. is seeking a Registered Client Service Associate to deliver high-touch administrative support to Financial Advisors and clients. The role involves coordinating meetings, onboarding new clients, and aiding in liquidity events and trade processing.

The ideal candidate communicates effectively across channels and thrives in a fast-paced team environment, providing dependable service and accurate documentation to ensure regulatory and firm standards are met.