Wealth Advisory Client Services Specialist

100 Raymond James & Associates, Inc.; Memphis (TN); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role involves onboarding new clients, opening accounts, researching client data, and maintaining CRM records across multiple platforms.

You will assist with account transfers, cash monitoring, and preparing materials for client meetings while delivering excellent service in a fast-paced environment.

Qualifications

• High School Diploma or equivalent and 1+ years securities industry or related experience preferred.
• Experience supporting Financial Advisors and clients in a fast-paced environment.
• Proficient with CRM systems, Excel-based reporting and data entry.

Responsibilities

• Serve as first contact to support a high volume of client interactions via phone, in person, or virtually.
• Onboard new clients, open accounts, and research client information in internal systems.
• Prepare financial reports and rebalance portfolios as directed by advisors.
• Maintain client records and CRM files; support marketing events for clients.
• Monitor transfers, cash positions, and respond to client inquiries timely.

Skills

Effective communication across multi-

CRM software

Excel reporting

Organizational skills

Customer service excellence

Team collaboration

Education

High School Diploma or equivalent

Tools

CRM software

Excel (advanced)

Job description

Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role involves onboarding new clients, opening accounts, researching client data, and maintaining CRM records across multiple platforms.

You will assist with account transfers, cash monitoring, and preparing materials for client meetings while delivering excellent service in a fast-paced environment.