Client Administrative Support Associate

Job Description Summary

Job Description

Essential Duties and Responsibilities

• Perform daily operational activities related to firm onboarding offboarding account maintenance billing coding user access administration and data entry.
• Support advisor transitions and platform administration within the RCS environment.
• Execute operational workflows accurately while ensuring adherence to departmental policies procedures and service level expectations.
• Research troubleshoot and resolve operational issues and escalations in a timely manner.
• Maintain and update client firm and user records across multiple systems and applications.
• Prepare review and distribute recurring reports while ensuring data accuracy and completeness.
• Partner with RCS Service Finance Risk Sales Client Engagement Compliance and Technology teams to support business initiatives and operational needs.
• Monitor case workflows and identify opportunities to improve efficiency accuracy and client experience.
• Help maintain and update departmental documentation including procedures job aids training materials forms and process maps.
• Maintain key performance indicators (KPIs) productivity metrics and SLAs.
• Participate and assist in identifying trends root causes and corrective actions.
• Contribute to cross-functional projects and department initiatives.
• Perform other duties and special projects as assigned.

Knowledge Skills and Abilities

• Strong attention to detail with the ability to identify discrepancies inaccuracies and operational risks.
• Ability to manage multiple priorities in a fast-paced deadline-driven environment.
• Strong analytical and problem-solving skills with the ability to evaluate and resolve operational challenges.
• Excellent verbal and written communication skills.
• Ability to establish and maintain effective working relationships across multiple departments and organizational levels.
• Demonstrated initiative and ability to work independently with limited supervision.
• Strong organizational and time management skills.
• Ability to adapt quickly to changing priorities business needs and technology platforms.
• Proficiency in Microsoft Office Suite including Excel Word Outlook and Teams.
• Ability to analyze data identify trends and recommend process improvements.
• Commitment to delivering high-quality service to both internal and external stakeholders.
• Strong collaboration and teamwork skills.

Required Qualifications

• High school diploma or equivalent required; Associates or Bachelors degree preferred.
• Minimum one to three years of operations administrative client service financial services or related experience.
• Experience working within operational workflows support functions or business process environments.
• Experience handling sensitive and confidential information appropriately.
• Demonstrated ability to learn new systems processes and technologies quickly.

Preferred Qualifications

• Experience within financial services wealth management broker-dealer RIA or custody services environments.
• Knowledge of onboarding/offboarding processes account maintenance billing administration or service operations.
• Experience supporting process improvement initiatives and operational controls.
• Familiarity with workflow management systems reporting tools and data management processes.
• Experience using AI-enabled productivity tools and automation solutions to improve operational efficiency.

Education

Work Experience

Certifications

Travel

Workstyle

The total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity) discretionary bonuses or commissions. This position is eligible for a benefits package that may include medical dental and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation holidays and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered visit .

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms core values of client-first integrity independence and a conservative long-term view.

We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture we honor value and respect the uniqueness experiences and backgrounds of all of our Associates. When associates bring their best authentic selves our organization clients and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.