Job Description Summary

Under limited supervision and with a high degree of accuracy and attention to detail, the Client Administrative Support Associate supports the operational functions of the RIA & Custody Services (RCS) division. This role is responsible for executing key business processes related to client administration, firm and user onboarding/offboarding, billing support, data maintenance, reporting, and operational controls.

The associate serves as a critical support partner to multiple departments across RCS and collaborates with internal stakeholders to ensure operational excellence, regulatory compliance, and a positive client experience. This position requires strong organizational skills, problem-solving abilities, adaptability, and a commitment to continuous process improvement.

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; Associate's or Bachelor's 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

Bachelor’s: Accounting, Bachelor’s: Actuarial Science, Bachelor’s: Applied Mathematics

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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 Myrjbenefits.com.

 

 

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's 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.