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Financial Advisory Client Services Associate
Job in
Derby, Derbyshire, DE1, England, UK
Listed on 2026-07-30
Listing for:
Aplaro Ltd
Full Time
position Listed on 2026-07-30
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
Raymond James in the United Kingdom is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role demands strong communication across phone, email, in-person, and virtual channels, plus the ability to organize and track many tasks in a fast-paced environment.
You will onboard new clients, open accounts, research client data, monitor transfers, and prepare reports for client meetings.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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