Goal planning software jobs

Registered Client Service Associate

Raymond James · Posted Nov 11, 2026

Open

Eagle, Idaho, United States
1+ years

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Registered Client Service Associate

Raymond James · Posted Nov 11, 2026

Open

Eagle, Idaho, United States
1+ years

Apply with RefersoAI Apply on careers page

Registered Client Service Associate

Raymond James · Posted Nov 10, 2026

Open

Savannah, Georgia, United States
1+ years

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Provides high‑quality administrative support to financial advisors and clients, managing client onboarding, account maintenance, reporting, and client communications.

Compensation

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Responsibilities

Serve as first point of contact for high volume daily interactions, including basic inquiries, quotes, and scheduling
Work independently and within a dynamic team to support financial advisors and branch office
Onboard new clients, open new client accounts, and research client and security information
Ensure key client information and documentation is current with firm and industry requirements
Process and monitor transfer of assets to ensure successful receipt

Requirements

High School Diploma or equivalent

Skills

Client Relationship Management (CRM) software Goal planning software Excel Effective communication across multiple client interactive platforms

Registered Client Service Associate

Raymond James · Posted Nov 9, 2026

Open

Greenwich, Connecticut, United States
Hybrid
$55K–$81K per year
1+ years

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Compensation

$55,000.00-$81,000.00

Responsibilities

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.

Requirements

High School Diploma

Skills

Client Relationship Management (CRM) software Goal planning software Excel Effective communication across multiple platforms

Registered Client Service Associate

Registered Client Service Associate

Compensation

Responsibilities

Requirements

Skills

Benefits

Registered Client Service Associate

Compensation

Responsibilities

Requirements

Skills

Registered Client Service Associate

Compensation

Responsibilities

Requirements

Skills

Benefits

Benefits