Senior Registered Virtual Client Service Associate

Raymond James

Supports financial advisors at Raymond James by providing virtual client service and administrative support. Facilitates client account maintenance and enhances the client experience through effective communication.

Posted 6/27/2026full-timeRemote • Florida • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Supports Financial advisors and their prospective and existing clients and other branch staff team members
Communicates with assigned advisors proactively on a daily basis
Manages client account maintenance activities
Delivers client support including meeting preparation, running reports, and special outreach projects
Provides high caliber service to clients by responding to inquiries and requests promptly
Researches complex client situations and communicates with home office departments for timely resolutions
Assists with prospective clients providing consultation and education regarding the Raymond James and Associates platform
Coordinates /oversees the transition process for new client transition of accounts

Requirements

What you’ll need

Associate’s degree and five (5) years of licensed financial services industry service experience
Branch experience preferred ~or~ An equivalent combination of experience, education, and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 required
Series 63, 65 and/or 66 as required by state
Ability to obtain additional securities and advisory state registrations if required by state

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

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Applicant Tracking System Keywords

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

Hard Skills & Tools

client account maintenanceclient supportreport generationconsultationeducationtransition process management

Soft Skills

communicationproactive supportproblem-solvingcustomer serviceteam collaboration

Certifications

Associate’s degreeSIESeries 7Series 63Series 65Series 66