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Client Service Associate: Financial Advisor Support

Job in Grand Rapids, Kent County, Michigan, 49528, USA
Listing for: Raymond James
Full Time position
Listed on 2026-02-07
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Job Description & How to Apply Below
A financial services firm is looking for a motivated Registered Client Service Associate in Grand Rapids, Michigan. This role requires strong communication skills to support financial advisors and clients while managing a variety of administrative tasks. Candidates should have a High School Diploma and ideally 1+ years in the securities industry. Responsibilities include onboarding clients, ensuring regulatory compliance, and actively engaging with clients.

A commitment to customer service excellence and teamwork is essential for success.
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Position Requirements
10+ Years work experience
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