Senior Client Services Associate Financial Advisors
Listed on 2026-10-07
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Finance & Banking
Financial Sales, Bank Customer Service, Financial Services, Financial Advisor / Consultant
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.
For the Senior Client Services Associate for Financial Advisors position at Fwainvest, we are reviewing applications now.
Join us at Fwainvest as our next Senior Client Services Associate for Financial Advisors in Newport Beach, CA, United States.
We are currently recruiting a Senior Client Services Associate for Financial Advisors for our team in Newport Beach, CA, United States.
This is a genuine opening to take on the Senior Client Services Associate for Financial Advisors role at Fwainvest.
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