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Raymond James

Registered Client Service Associate

Raymond James

Registered Client Service Associate assisting clients and Home Office associates with escalated issues. Resolving problems while ensuring client satisfaction in a remote position.

Posted 7/8/2026full-timeRemote • Florida • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact
  • Acts as a liaison to Home Office associates and their direct family members
  • Researches and resolves escalated issues regarding clients’ accounts
  • Determines best method to ensure client satisfaction
  • Follows up to ensure client satisfaction
  • Communicates and coordinates with Home Office departments to resolve issues

Requirements

What you’ll need
  • High School Diploma or equivalent
  • three (3) years experience in the financial services industry
  • experience in related service experience preferred
  • SIE required provided that an exemption or grandfathering cannot be applied
  • Series 7 and 63 licenses required

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

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Soft Skills
CommunicationCoordinationClient Satisfaction
Certifications
SIESeries 7 LicenseSeries 63 License