Senior Registered Client Service Associate-Charleston, SC
Raymond James Financial, Inc.
Job Description
**Responsibilities**
+ Assistswiththecreationofclientfocusedbusinessdevelopmentstrategies,maintainingandexpanding referral sources including the coordination of target marketingcampaigns.
+ Worksindependentlytosourceanddevelopnewclientrelationshipstoenablefinancialadvisorsto meet salesgoals.
+ Assistswithplanningandcoordinatingofspecialprojectsforpracticetoincludeclienteventsfor prospective clients that result in a return oninvestment.
+ Assistswithprospectiveclients,providesconsultationandeducationregardingtheRaymondJames and Associatesplatform.
+ Participatesinconferencecallsandmeetingswithclientstounderstandtheirfinancesandtoaddress issues, interests andconcerns.
+ Supportsdeliveryoftheclientexperience,includingmaintainingadministrativeproceduresaswellas coordinating execution of clientrequests.
+ Researchesandresolvesmoderatelycomplex problemsrelatingtoclientaccounts andinquiries.
+ Maintainsexpertiseinpracticemanagementtoolsandresources,clientreportin...
+ Assistswiththecreationofclientfocusedbusinessdevelopmentstrategies,maintainingandexpanding referral sources including the coordination of target marketingcampaigns.
+ Worksindependentlytosourceanddevelopnewclientrelationshipstoenablefinancialadvisorsto meet salesgoals.
+ Assistswithplanningandcoordinatingofspecialprojectsforpracticetoincludeclienteventsfor prospective clients that result in a return oninvestment.
+ Assistswithprospectiveclients,providesconsultationandeducationregardingtheRaymondJames and Associatesplatform.
+ Participatesinconferencecallsandmeetingswithclientstounderstandtheirfinancesandtoaddress issues, interests andconcerns.
+ Supportsdeliveryoftheclientexperience,includingmaintainingadministrativeproceduresaswellas coordinating execution of clientrequests.
+ Researchesandresolvesmoderatelycomplex problemsrelatingtoclientaccounts andinquiries.
+ Maintainsexpertiseinpracticemanagementtoolsandresources,clientreportin...
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Submit ApplicationJob Details
- Location Charleston, SC
- Job Type Full-time
- Category other-general
- Posted Date July 03, 2026
- Application Deadline July 11, 2026