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Senior Client Service & Operations Associate

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Raymond James
Full Time position
Listed on 2026-09-01
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep
Salary/Wage Range or Industry Benchmark: 55000 - 85000 USD Yearly USD 55000.00 85000.00 YEAR
Job Description & How to Apply Below

Raymond James is seeking a dynamic Registered Client Service Associate to support Financial Advisors, their clients, and branch staff. The role emphasizes effective communication across phone, email, in-person, and virtual channels, with strong organization of multiple tasks in a fast-paced environment.

Responsibilities include onboarding new clients, scheduling, reporting, and assisting with marketing efforts, while ensuring documentation and client information remain current with firm policies

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Position Requirements
10+ Years work experience
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