Registered Client Service Associate (Remote- Boca Raton, FL)

Job Summary Registered Client Service Associate at Raymond James. Provides high‑quality, high‑touch administrative support to financial advisors, advises clients and other branch staff. Must manage multiple tasks, priorities, and deadlines in a fast‑paced environment while communicating via phone, e‑mail, in‑person, and virtual platforms. Responsibilities Serve as first point of contact for high volume daily interactions, including basic inquiries, quotes, and meeting scheduling (phone, in‑person, virtual, and mail). Work independently and as part of a team to support financial advisors and the branch office. Onboard new clients, open accounts, and research client and security information using internal databases. Ensure key client information and documentation is current with firm and industry regulations. Process and monitor transfer of assets, verifying receipt and cost basis. Monitor available cash awaiting investment, run weekly reports, and contact clients with opportunities to maximize returns. Review, assess, and respond to corporate action items and client account alerts. Prepare financial reports, spreadsheets, and other materials for client meetings. Input orders and rebalance portfolios on behalf of advisors. Create and maintain records using Client Relationship Management (CRM) software. Assist with marketing efforts including seminars and other client‑facing events. Participate in training, cross‑training, and professional development to stay current on policies and procedures. Perform additional duties as assigned. Skills Familiarity with company structure, policies, mission, and strategy. Experience with managed account platforms and general office practices. Knowledge of investment concepts, practices, and securities industry regulations. Understanding of financial markets, products, and trading terminology. Proficiency with CRM software and goal‑planning tools. Advanced Excel skills for spreadsheet development and reporting. Effective communication across multiple client platforms (in‑person, virtual, phone, mail). Ability to operate standard office equipment and required software applications. Research and account analysis. Strong organization, multi‑tasking, prioritization, and time‑management in a fast‑paced environment. Initiative, follow‑up, error resolution, and high‑level customer service. Handling stressful situations calmly and professionally. Mathematical aptitude for account and transaction processing. Interpersonal skills, oral and written communication at all levels. Teamwork collaboration. High level of customer service. Education & Experience High School Diploma or equivalent (required). 1+ year of securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training. General experience 7‑12 months preferred. Licenses & Certifications SIE required unless exemption or grandfathering applies. Series 7 required. Series 63, 65, and/or 66 as required by state. Compensation & Benefits The total compensation includes base salary and may include additional components such as cash or equity, discretionary bonuses, or commissions. Eligibility for a benefits package may include medical, dental, vision, life, critical illness and accident insurance, disability benefits, retirement savings, paid time off (vacation, holidays, sick leave), and parental leave. For more details, visit Myrjbenefits.com. Workstyle & Travel Hybrid work style; less than 25% travel. Core Values & Expectations Grow professionally and inspire others. Work collaboratively to achieve desired outcomes. Make prompt pragmatic choices and act with the client in mind. Take ownership and hold accountable for delivering results that matter. Contribute to continuous evolution of the firm. Equal Opportunity The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr Raymond James