Client Services Associate – Financial Advisory
Listed on 2026-10-06
-
Finance & Banking
Financial Sales -
Customer Service/HelpDesk
Raymond James is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-touch administrative services. The role involves onboarding clients, handling inquiries, scheduling meetings, and maintaining accurate client records across CRM systems.
The ideal candidate will demonstrate strong communication across channels, the ability to manage multiple tasks with changing priorities, and a commitment to excellent client service in a fast-paced environment.
Our group is growing, and we are hiring a Client Services Associate – Financial Advisory Support in Charleston, SC, United States.
The Client Services Associate – Financial Advisory Support position in the Finance, Sales field is open for applications.
We have an opening for a Client Services Associate – Financial Advisory Support in Charleston, SC, United States within Finance, Sales.
This role, Client Services Associate – Financial Advisory Support at Raymond James, could be your next opportunity.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).