Job Description Summary

Job Description

The RCS Client Admin Support Team Lead is a key contributor responsible for guiding and supporting a team of specialists who perform operational functions for the RIA & Custody Services (RCS) division. This role requires a detail-oriented professional with experience in RIA and IBD back-office operations. The Team Lead will assist in daily operations, provide subject matter expertise, and drive process improvements while maintaining service excellence.

Key Responsibilities

• Oversee daily operational activities including person onboarding, offboarding and maintenance while ensuring accuracy and timeliness.
• Maintain and improve operational dashboards providing metrics to leadership team for capacity and resource planning
• Provide guidance and mentorship to team members, fostering a collaborative and high-performance culture.
• Act as a point of contact for operational questions and escalate issues as needed.
• Assist in monitoring team performance metrics and identifying areas for improvement.
• Contribute to documentation updates, job aids, and training materials.
• Participate in special projects and cross-functional initiatives as assigned.
• Perform operational processing tasks to support team workload and maintain service levels.
• Promote a team-oriented environment that encourages innovation and continuous improvement.
• All other duties as assigned.

Skills

• Strong interpersonal and communication skills.
• Ability to provide informal leadership and support team development.
• Analytical and problem-solving abilities.
• Attention to detail and accuracy in operational tasks.
• Proficiency in Excel and familiarity with data tools such as SQL or BI platforms (preferred).

Abilities

• Work effectively in a fast-paced, results-driven environment.
• Adapt quickly to changing priorities and business needs.
• Manage multiple tasks while maintaining high quality standards.
• Collaborate across departments to support operational goals.

Education & Previous Experience

• Bachelor’s degree in a related field and three (3) or more years of relevant experience in operational support within financial services.
• Experience supporting RIA and IBD operations is preferred.
• Prior experience in a lead or mentorship role is a plus.

Education

Bachelor’s, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

Manager Experience - 3 to 6 years

Certifications

Other Certification Not Listed - Other

Travel

Less than 25%

Workstyle

Hybrid

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.

#LI-JM1