Client Services Specialist for Financial Advisors
100 raymond james associatesNew York (NY)
Client Services Specialist for Financial Advisors
Posted yesterday
100 raymond james associatesNew York (NY)
SENIORITY
Mid
About the role
Raymond James is seeking a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role demands strong communication across channels and the ability to manage multiple tasks in a fast-paced environment. The ideal candidate will onboard clients, open new accounts, and research client information using internal databases; assist with asset transfers and client reporting, and support marketing efforts and events.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.