Wealth Management Client Services Associate

Raymond James Financial, Inc.; Eagle (ID); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Disability benefits

Retirement savings

Paid time off

Job summary

Raymond James Financial, Inc. seeks a Registered Client Service Associate to deliver high-touch administrative support for Financial Advisors, their clients, and branch staff.

The role requires effective communication across platforms and the ability to manage multiple tasks in a fast-paced environment. You will onboard new clients, open accounts, research client information, and assist with marketing efforts while ensuring compliance with industry rules and internal processes.

Qualifications

• High School Diploma or equivalent; securities industry experience preferred.
• SIE, Series 7; Series 63/65/66 as state requirements.
• Strong communication and customer service abilities.

Responsibilities

• Serve as first point of contact handling high daily interactions with clients.
• Onboard new clients, open accounts, and research client data.
• Process asset transfers and monitor cash awaiting investment.
• Prepare client meeting materials and rebalance portfolios as needed.
• Maintain CRM records and support advisor marketing efforts.

Skills

CRM software

Excel

Communication skills

Investment concepts

Financial markets knowledge

Customer service

Organizational skills

Multiplatform communication

Education

High School Diploma

Securities industry experience

Tools

CRM software

Job description

Raymond James Financial, Inc. seeks a Registered Client Service Associate to deliver high-touch administrative support for Financial Advisors, their clients, and branch staff.

The role requires effective communication across platforms and the ability to manage multiple tasks in a fast-paced environment. You will onboard new clients, open accounts, research client information, and assist with marketing efforts while ensuring compliance with industry rules and internal processes.