Client Services Specialist Financial Advisors
Listed on 2026-10-16
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Finance & Banking
Financial Sales, Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Raymond James is seeking a dynamic Registered Client Service Associate to support Financial Advisors and their clients in a fast-paced branch environment. This role emphasizes effective communication across multiple platforms and meticulous task management.
The ideal candidate will onboard new clients, open accounts, research client data, and assist with reporting and client meetings, while collaborating with a team to improve service quality and outcomes.
We would love to welcome a new Client Services Specialist for Financial Advisors to our team in Boca Raton, FL, United States.
We would love to welcome a new Client Services Specialist for Financial Advisors to our group in Boca Raton, FL, United States.
For the Client Services Specialist for Financial Advisors position at 100 Raymond James & Associates, Inc., we are reviewing applications now.
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