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Senior Registered Client Service Associate-Charleston, SC

Raymond James Financial, Inc.

Charleston, SC, United States Full-time June 20, 2026
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Opportunity 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...
Full-time other-general

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