Senior Remote Virtual Client Service Associate for Advisors

Raymond James Financial, Inc.; Northern (KY); Hybrid; USD 52,000 - 76,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a remote Client Service Associate to support financial advisors and client accounts. You will handle client inquiries, prepare reports, and assist with onboarding, while adhering to firm procedures and ensuring timely responses.

The role emphasizes proactive communication, multi-tasking, and using MS Office with advanced Excel to deliver high-quality service in a fast-paced environment.

Qualifications

• Associate’s degree and five (5) years of licensed financial services industry service experience.
• SIE required; Series 7 required; Series 63/65/66 as required by state.
• Strong client service orientation and communication skills.

Responsibilities

• Provide proactive virtual support to financial advisors and clients.
• Deliver high-quality client service and account maintenance.
• Coordinate client onboarding and transition processes across departments.
• Prepare client meeting materials and run reports; follow up on actions.

Skills

Excel

Customer service

Communication skills

Organization

Education

Associate’s degree

High School Diploma

Tools

Microsoft Office Suite

Job description

Raymond James Financial, Inc. is seeking a remote Client Service Associate to support financial advisors and client accounts. You will handle client inquiries, prepare reports, and assist with onboarding, while adhering to firm procedures and ensuring timely responses.

The role emphasizes proactive communication, multi-tasking, and using MS Office with advanced Excel to deliver high-quality service in a fast-paced environment.