Senior Client Services Associate, Financial Advisory
Job in
Vero Beach, Indian River County, Florida, 32966, USA
Listed on 2026-07-31
Listing for:
Fwainvest
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Raymond James in Vero Beach, FL seeks a Senior Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative service. You will handle onboarding, scheduling, quotes, and client communications across phone, email, in-person, and virtual channels.
Ideal candidates bring a HS diploma and 5+ years in financial services, with SIE and Series 7 licenses (and 63/65/66 as required).
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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