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1–2 jobs· newest first

Registered Client Service AssociateNew
Raymond James · Eagle, US
Registered Client Service Associate
Raymond James · Atlanta, US
On-site · Full-time · Associate

+10K new in the last hour

Registered Client Service Associate

Raymond James · Posted Nov 11, 2026

Eagle, Idaho, United States
1+ years

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Provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.

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

Serves as first point of contact to service a high volume of daily interactions
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 Investment concepts Trading terminology Financial markets Product and industry regulations General office practices Managed account platforms Effective communication across multiple client interactive platforms Operate standard office equipment Analyze and research account information Organize, manage, and track multiple detailed tasks Identify time sensitive items Take initiative and proactively follow up Handle stressful situations Use mathematics sufficient to process account and transaction information Use appropriate interpersonal styles Provide a high level of customer service CRM software

Benefits

medical
dental
vision
life insurance
critical illness insurance

See full job description

Registered Client Service Associate

Raymond James · Posted Nov 5, 2026

Atlanta, Georgia, United States
On-site
Full-time · Associate
1–1 years

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Supports Financial advisors and their prospective and existing clients and other branch staff team members.

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
Nice to have: Series 7
Nice to have: Series 63
Nice to have: Series 65
Nice to have: Series 66

Skills

CRM software Investment concepts Financial markets

Trading terminology

Benefits

medical
dental
vision
life insurance
critical illness insurance

See full job description