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Senior Client Service & Operations Associate
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-22
Listing for:
Fwainvest
Full Time
position Listed on 2026-08-22
Job specializations:
-
Business
Office Administrator/ Coordinator
Job Description & How to Apply Below
Raymond James is seeking a Senior Registered Client Service Associate in New York, NY to provide high-touch administrative support to Financial Advisors and clients. The role emphasizes timely communication across multiple channels, data accuracy, and proactive problem solving.
Responsibilities include client onboarding, account setup, meeting coordination, budgeting/tracking of advisor expenses, and generating reports to improve practice efficiency.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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