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Client Services Associate - Financial Advisory Support

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 is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, their clients, and branch staff. The role requires strong communication skills across phone, email, in-person, and virtual channels, with the ability to manage multiple tasks and deadlines in a fast-paced environment.

The position emphasizes onboarding new clients, opening accounts, handling client data, and supporting marketing efforts, while maintaining compliance

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Position Requirements
10+ Years work experience
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