Senior Registered Client Service Associate- Vero Beach, FL

Celebrating more than 60 years in the financial-services industry, Raymond James is seeking a detail-oriented, creative problem-solver to provide high-touch administrative support to Financial Advisors, their clients, and branch staff.

Responsibilities

• Serve as first point of contact for a high volume of daily interactions—phone, email, in-person, virtual, and mail—handling basic inquiries, providing quotes, and scheduling meetings.
• Standardize best practices for new-client onboarding, large liquidity events, and private-placement investment monitoring.
• Execute discretionary and non-discretionary trading, maintain models, and track performance.
• Service alternative investments and foreign accounts, including setup and ongoing maintenance.
• Participate in live client meetings alongside the Financial Advisor.
• Manage Financial Advisor expense budgets and tracking.
• Create reports to identify key practice metrics and implement process improvements.
• Onboard new clients, open accounts, and research client/security information using internal databases.
• Ensure client documentation complies with firm and industry regulations.
• Work independently and collaboratively to support the branch office.
• Solicit and enter client orders at the direction of the Financial Advisor.
• Assist with marketing efforts, including seminars, mailings, and client-facing events.
• Engage in training, cross-training, and professional-development opportunities.
• Mentor junior team members and help streamline team workflow.
• Perform other duties and responsibilities as assigned.

Requirements

• High School Diploma or equivalent plus five years of financial-services experience (or equivalent combination approved by HR).
• Active SIE (or grandfathered exemption).
• Active Series 7.
• Series 63, 65, and/or 66 as required by state; ability to obtain additional state registrations if needed.
• Proficiency in CRM software, goal-planning tools, and Excel (including spreadsheet development and reporting).
• Strong written and verbal communication across multiple platforms (in-person, virtual, phone, mail).
• Ability to organize, prioritize, and track multiple detailed tasks with shifting deadlines in a fast-paced environment.
• Analytical skills to research account information and resolve errors or concerns.
• Mathematical aptitude sufficient for processing account and transaction data.
• Interpersonal skills to work effectively at all organizational levels, both independently and as part of a team.
• Customer-service orientation and ability to handle stressful situations calmly and professionally.

Benefits

• Medical, dental, and vision coverage.
• Life, critical-illness, and accident insurance.
• Disability benefits.
• Retirement savings plan.
• Paid time off (vacation, holidays, sick leave).
• Parental leave.

Pay

Total compensation includes base salary or wages and may include additional cash or equity components, discretionary bonuses, or commissions.