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Senior Financial Client Services Specialist

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: 100 Raymond James & Associates, Inc.
Full Time position
Listed on 2026-08-07
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 45000 - 60000 USD Yearly USD 45000.00 60000.00 YEAR
Job Description & How to Apply Below

Raymond James seeks a dynamic Registered Client Service Associate to support Financial Advisors, clients, and branch staff. You will handle high-volume inquiries, onboarding, and various account activities, using CRM and Excel to maintain records and generate reports.

The role requires strong communication, organization, and problem-solving skills in a fast-paced environment, with opportunities for professional development and client-focused growth.

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Position Requirements
10+ Years work experience
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