Client Services Associate — Financial Advisor Support
Listed on 2026-10-15
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Finance & Banking
Financial Advisor / Consultant, Financial Services, Bank Customer Service
Raymond James in Coral Gables, FL is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will handle inquiries across phone, email, in-person and virtual channels, and manage multiple tasks in a fast-paced environment.
The role emphasizes onboarding new clients, opening accounts, maintaining accurate records, processing transfers, and supporting client meetings with reports and analyses.
This posting is for the Client Services Associate — Financial Advisor Support role at Raymond James, based in Coral Gables, FL, United States.
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We are looking to fill the Client Services Associate — Financial Advisor Support position at Raymond James in Coral Gables, FL, United States.
The Client Services Associate — Financial Advisor Support role at Raymond James is now open for applications in Coral Gables, FL, United States.
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