Client Service Specialist – Financial Advisor Support

Aplaro Ltd; United Kingdom; On-site; GBP 26,000 - 38,000; Full time

Job summary

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires strong communication skills across phone, email, in-person, and virtual platforms, with the ability to manage multiple tasks and deadlines in a fast-paced environment.

The ideal candidate will organize, research and process client information, prepare required documents, and maintain CRM records while supporting marketing efforts and

Qualifications

• High School Diploma or equivalent and 1+ year securities industry experience preferred.
• Experience using CRM software and Excel for reporting is beneficial.

Responsibilities

• Handle a high volume of client interactions by phone, in person, and via email.
• Process client financial transactions and expenses with accuracy.
• Open new client accounts and research client and security information.
• Prepare letters, forms and reports to support servicing existing clients and prospecting new ones.
• Maintain client records and CRM data; support marketing events and training.

Skills

Customer service

Multitasking

Communication

Teamwork

Attention to detail

Education

High School Diploma

Tools

CRM software

Excel

Job description

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires strong communication skills across phone, email, in-person, and virtual platforms, with the ability to manage multiple tasks and deadlines in a fast-paced environment.

The ideal candidate will organize, research and process client information, prepare required documents, and maintain CRM records while supporting marketing efforts and