Senior Registered Client Service Associate

1 week ago


Baltimore, Maryland, United States Raymond James Financial Services Full time
Job Summary

Raymond James Financial Services is seeking a highly motivated and detail-oriented Registered Client Service Associate to join our team. As a key member of our financial services team, you will provide exceptional support to our financial advisors and clients, ensuring seamless service delivery and exceptional client experiences.

Key Responsibilities
  • Provide high-quality administrative support to financial advisors and clients, including scheduling meetings, managing client relationships, and maintaining accurate records.
  • Assist with new client onboarding, large client liquidity events, and private placement investment monitoring.
  • Manage and track multiple tasks and assignments with changing priorities and deadlines in a fast-paced environment.
  • Communicate effectively with clients, financial advisors, and internal teams to ensure seamless service delivery.
  • Participate in live meetings with financial advisors and clients to provide support and guidance.
  • Manage budgeting and tracking of financial advisor expenses.
  • Develop and implement processes to enhance team performance and efficiency.
Requirements
  • High School Diploma or equivalent and five (5) years of financial services industry experience.
  • Series 7 and Series 63, 65, and/or 66 licenses as required by state.
  • Ability to obtain additional securities and advisory state registrations if required by state.
What We Offer

Raymond James Financial Services offers a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.



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