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Senior Client Services Associate for Financial Advisors
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-08-22
Listing for:
Fwainvest
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Sales
Job Description & How to Apply Below
Raymond James in Newport Beach, CA, seeks a Senior Registered Client Service Associate to support Financial Advisors and clients with onboarding, meetings, and trading activities. The role emphasizes high-volume, multi-channel communication and precise task management in a fast-paced branch environment.
The ideal candidate will hold an SIE, a Series 7 license (with state-required 63/65/66), a High School Diploma or equivalent, and 5 years in financial services.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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