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Wealth Management Client Services Associate

Job in Eagle, Ada County, Idaho, 83616, USA
Listing for: Raymond James Financial, Inc.
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Services, Wealth Management, Financial Sales, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 42000 - 64000 USD Yearly USD 42000.00 64000.00 YEAR
Job Description & How to Apply Below

Raymond James Financial, Inc. seeks a Registered Client Service Associate to deliver high-touch administrative support for Financial Advisors, their clients, and branch staff.

The role requires effective communication across platforms and the ability to manage multiple tasks in a fast-paced environment. You will onboard new clients, open accounts, research client information, and assist with marketing efforts while ensuring compliance with industry rules and internal processes.

This opportunity is for the Wealth Management Client Services Associate role at Raymond James Financial, Inc.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Wealth Management Client Services Associate role at Raymond James Financial, Inc., based in Eagle, , United States.

We are looking to fill the Wealth Management Client Services Associate position at Raymond James Financial, Inc. in Eagle, , United States.

Position Requirements
10+ Years work experience
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