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Senior Client Service Associate - Financial Advisor Support
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-08-31
Listing for:
Raymond James Financial, Inc.
Full Time
position Listed on 2026-08-31
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
Raymond James Financial, Inc. seeks a Registered Client Service Associate to provide high‑touch administrative support to Financial Advisors and clients in a fast‑paced branch setting.
You will handle onboarding, client inquiries, scheduling, and reporting with accuracy and discretion. The ideal candidate communicates effectively across phone, email, in‑person, and virtual channels, organizes tasks with changing priorities, and supports marketing efforts and client events while maintaining
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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