Senior Financial Client Services Specialist

Raymond James Financial, Inc.; Newport Beach (CA); On-site; USD 50,000 - 61,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Disability benefits

Retirement savings plan

Paid time off

Job summary

Raymond James Financial, Inc. is seeking a Registered Client Service Associate to support financial advisors, prospective and existing clients, and branch staff.

The role emphasizes high-touch administrative support, multi-platform communication, and efficient task management in a fast-paced environment. The position involves onboarding new clients, handling client inquiries, assisting with marketing events, and helping maintain client documentation and accounts.

Qualifications

• High School Diploma or equivalent and five years of financial services experience, or equivalent combination of experience/education.
• SIE required (unless grandfathering applies).
• Series 7 required.
• Series 63/65/66 as state requirements.

Responsibilities

• Serves as first point of contact to service a high volume of daily interactions with clients.
• Helps manage new client onboarding and client liquidity events.
• Handles trading of discretionary and non-discretionary products and model maintenance.
• Maintains client accounts and research information using internal databases.
• Creates reports to improve practice efficiency and performance metrics.
• Supports marketing efforts including client events and seminars.

Skills

CRM software

Excel

Communication

Organizational skills

Multiplatform communication

Education

High School Diploma

Tools

Goal planning software

CRM software

Job description

Raymond James Financial, Inc. is seeking a Registered Client Service Associate to support financial advisors, prospective and existing clients, and branch staff.

The role emphasizes high-touch administrative support, multi-platform communication, and efficient task management in a fast-paced environment. The position involves onboarding new clients, handling client inquiries, assisting with marketing events, and helping maintain client documentation and accounts.