Registered Client Service Associate-West Conshohocken, PA
Core
Provides high-touch administrative support to Financial Advisors, managing client onboarding, account maintenance, asset transfers, and portfolio rebalancing.
Role type
Client Service Associate (Financial Services)
Builds
Client accounts, financial reports, and portfolio records for Raymond James Financial Advisors.
Domain
Financial Services / Securities Industry
Deliverable
client delivery
Required skills
Client Relationship Management (CRM) software, Excel, Managed account platforms, Investment concepts, Financial regulations, Trading terminology, Goal planning software
Preferred skills
Securities industry experience, SIE, Series 7, Series 63/65/66 licenses
Technologies
Client Relationship Management (CRM) software, Goal planning software, Excel
Responsibilities
Onboard new clients and open accounts, process asset transfers, monitor cash and investment opportunities, prepare financial reports, input orders and rebalance portfolios, maintain client records and files, assist with marketing events.
Seniority
Entry-level to Junior, hands-on IC