Senior Financial Client Services Associate

raymondjames; Cockeysville (MD); On-site; USD 55,000 - 75,000; Full time

Job summary

Raymond James in Maryland seeks a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. You will coordinate onboarding, meetings, and reporting while maintaining strong client communication across channels.

The role emphasizes efficient task management, compliance with industry regulations, and collaboration with team members to enhance client service delivery.

Qualifications

• Strong communication and organizational skills.
• Experience supporting financial advisors and clients.
• Proficiency with CRM systems and Excel for reporting.

Responsibilities

• Serve as first point of contact for high-volume client interactions by phone, email, in person.
• Onboard new clients and research client and security information.
• Trade support and performance tracking for discretionary and non-discretionary products.
• Support marketing efforts and client events.
• Create reports to measure performance and improve efficiency.
• Ensure client information complies with firm and industry rules.

Skills

CRM software

Excel

Communication skills

Tools

Reporting tools

Job description

Raymond James in Maryland seeks a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. You will coordinate onboarding, meetings, and reporting while maintaining strong client communication across channels.

The role emphasizes efficient task management, compliance with industry regulations, and collaboration with team members to enhance client service delivery.