Wealth Management Client Service Associate

100 Raymond James & Associates, Inc.

West Conshohocken (PA)

On-site

USD 42,000 - 65,000

Full time

14 days+

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James & Associates, Inc. is seeking a Registered Client Service Associate to support Financial Advisors, prospective and existing clients, and branch staff. The role emphasizes strong communication across phone, email, in-person and virtual channels, with high attention to detail in a fast-paced, client-focused environment.

The candidate will onboard clients, open accounts, monitor asset transfers, prepare client meeting materials, and use CRM tools to maintain records.

Qualifications

High School Diploma or equivalent and one or more years securities industry or related work experience preferred.
SIE required; Series 7 required; Series 63, 65 and/or 66 as required by state.

Responsibilities

Serve as first point of contact for high-volume daily interactions with clients and advisors across multiple channels.
Onboard new clients, open accounts, and research client and security information using internal databases.
Ensure client information and documentation comply with firm and industry requirements.
Process and monitor asset transfers and monitor cash awaiting investment.
Prepare financial reports and materials for client meetings and rebalance portfolios when needed.
Create and maintain records using CRM software and support marketing efforts.