Senior Client Service Associate Financial Advisors
Listed on 2026-10-11
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Finance & Banking
Financial Sales, Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Raymond James is seeking a Registered Client Service Associate to support Financial Advisors, prospects and clients with high-level administrative tasks. You will communicate across channels and manage multiple tasks in a fast-paced environment.
The role includes client onboarding, account setup, trading support and client communications. The position emphasizes accuracy, collaboration, and professional development within a dynamic team.
We are looking to fill the Senior Client Service Associate for Financial Advisors position at Raymond James in Newport Beach, CA, United States.
The Senior Client Service Associate for Financial Advisors role at Raymond James is now open for applications in Newport Beach, CA, United States.
Join us at Raymond James as our next Senior Client Service Associate for Financial Advisors in Newport Beach, CA, United States.
We are currently recruiting a Senior Client Service Associate for Financial Advisors for our team in Newport Beach, CA, United States.
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