Client Administrative Support Associate

Raymond James•Saint Petersburg, FL

1d•Hybrid

About The Position

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. The role executes key business processes related to client administration, firm and user onboarding and offboarding, billing support, data maintenance, reporting, and operational controls. The associate supports multiple departments across RCS and works with internal stakeholders to promote operational excellence, regulatory compliance, and a positive client experience. Success in this position requires strong organizational and problem-solving skills, adaptability, and a commitment to continuous process improvement. The position is hybrid and involves less than 25% travel. The role may be eligible for compensation components such as additional cash or equity compensation, discretionary bonuses, or commissions. Benefits eligibility and specific offerings may vary by position and employment status.

Requirements

High school diploma or equivalent required.
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.
Strong attention to detail and 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, including the ability to evaluate and resolve operational challenges.
Excellent verbal and written communication skills.
Ability to establish and maintain effective working relationships across 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 high-quality service for internal and external stakeholders.
Strong collaboration and teamwork skills.

Nice To Haves

Associate's or Bachelor's degree.
Experience within financial services, wealth management, broker-dealer, RIA, or custody services environments.
Knowledge of onboarding and 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.

Responsibilities

Perform daily operational activities related to firm onboarding and 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 and adhere 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, 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 service-level agreements (SLAs).
Assist in identifying trends and root causes and determining corrective actions.
Contribute to cross-functional projects and department initiatives.
Perform other duties and special projects as assigned.