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Financial Advisory Client Services Associate

Job in London, Greater London, W1B, England, UK
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.

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Position Requirements
10+ Years work experience
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