Registered Client Service Associate

Raymond James

Registered Client Service Associate role at Raymond James providing high-quality administrative support to financial advisors and clients. Engaging with clients through various channels and managing detailed tasks in a fast-paced environment.

Posted 5/14/2026full-timeRemote • Ohio • 🇺🇸 United StatesJuniorMid-Level💰 $45,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

Serves as first point of contact for service to clients
Onboards new clients and processes client information
Monitors asset transfers and available cash for investment
Reviews corporate action items and client alerts
Prepares financial reports for client meetings
Inputs orders and rebalances portfolios for financial advisors

Requirements

What you’ll need

High School Diploma or equivalent
1+ years of securities industry or related work experience preferred
SIE certification required, Series 7 and state required certifications (Series 63, 65, and/or 66)
Knowledge of company’s working structure, policies, mission, and strategies
Familiar with managed account platforms, office practices, investment concepts and trading terminology
Proficient in Client Relationship Management (CRM) software
Excel skills for developing spreadsheets and reporting
Ability to analyze and research account information

Benefits

Comp & perks

medical, dental, and vision
life insurance
critical illness insurance and accident insurance
disability benefits
retirement savings
paid time off (including vacation, holidays, and sick leave)
parental leave

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

ExcelClient Relationship Management (CRM) softwarefinancial reportingportfolio rebalancinginvestment conceptstrading terminologyasset transfer monitoringclient information processingcorporate action reviewaccount analysis

Soft Skills

client servicecommunicationorganizational skillsattention to detailanalytical skills

Certifications

SIE certificationSeries 7Series 63Series 65Series 66