Senior Client Service Specialist for Financial Advisors

Raymond James & Associates; Birmingham; On-site; GBP 26,000 - 36,000; Full time

Job summary

Raymond James & Associates in Birmingham is seeking a motivated Client Service Associate to provide high-touch administrative support to financial advisors, clients, and branch staff. The role requires clear communication across phone, email, and in-person interactions, with strong organizational skills to manage multiple tasks in a fast-paced environment.

You will open new client accounts, maintain records in our CRM, and help prepare reports and marketing materials.

Qualifications

• High School Diploma or equivalent and 3+ years in financial services.
• Proficient with CRM systems and Excel reporting.
• Strong communication across phone, email, in person and virtual channels.
• Ability to manage multiple tasks with changing priorities.

Responsibilities

• Handle high volume client interactions via phone, in person, and virtual channels.
• Support financial advisors and branch staff with administrative tasks.
• Open new client accounts and maintain client records in CRM.
• Prepare reports and assist with marketing materials.
• Ensure documents for insurance, distributions and IRA conversions are accurate.
• Maintain timely follow-ups and responsive service.

Skills

CRM software

Excel

Effective communication

Education

High School Diploma

Job description

Raymond James & Associates in Birmingham is seeking a motivated Client Service Associate to provide high-touch administrative support to financial advisors, clients, and branch staff. The role requires clear communication across phone, email, and in-person interactions, with strong organizational skills to manage multiple tasks in a fast-paced environment.

You will open new client accounts, maintain records in our CRM, and help prepare reports and marketing materials.