Wealth Advisory Client Services Lead

100 Raymond James & Associates, Inc.; Shreveport (LA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Retirement plan

Paid time off

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, their clients, and branch staff. The role requires strong communication across platforms and the ability to organize multiple tasks in a fast-paced environment.

The ideal candidate will have a High School Diploma and five years in financial services, with SIE and Series 7 licensing or ability to obtain them.

Qualifications

• High School Diploma and five years in financial services or equivalent training.
• Licensing such as SIE and Series 7 is required; state registrations may apply.
• Ability to obtain additional securities registrations if required.

Responsibilities

• Serves as first point of contact for high-volume client interactions via phone, email, and in person.
• Onboards new clients and opens new client accounts, researching information in internal systems.
• Supports Financial Advisors and assists with marketing events and client communications.
• Creates and reviews reports to improve practice efficiency and performance metrics.
• Manages budgeting, expenses, and prepares documentation for regulatory compliance.

Skills

Communication skills

Multi-tasking

Organizational skills

Professional demeanor

Education

High School Diploma

Experience in financial services

Tools

CRM software

Excel

Scheduling software

Job description

Raymond James is seeking a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, their clients, and branch staff. The role requires strong communication across platforms and the ability to organize multiple tasks in a fast-paced environment.

The ideal candidate will have a High School Diploma and five years in financial services, with SIE and Series 7 licensing or ability to obtain them.