Advisor Support & Client Experience Specialist

100 Raymond James & Associates, Inc.; Jackson (TN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Benefits package

Bonus opportunities

Job summary

Raymond James is seeking a Client Service Associate to support Financial Advisors and clients with high-quality service. The role emphasizes organized handling of client inquiries, account openings, and coordination of meetings across multiple platforms.

The ideal candidate will have strong communication skills, attention to detail, and the ability to balance competing priorities in a fast-paced environment.

Qualifications

• High School Diploma or equivalent; 0–3 months experience in securities or related field preferred.
• Strong communication skills across platforms (phone, email, in-person, virtual).
• Ability to organize, manage and track multiple tasks with changing priorities.

Responsibilities

• Answer high volume client inquiries via phone, email, or in person.
• Process client financial transactions and prepare reports for advisors.
• Open new client accounts and verify documentation for accuracy.
• Support marketing events and client outreach efforts.

Skills

CRM software

Excel

Communication

Organizational skills

Education

High School Diploma

Tools

CRM system

Job description

Raymond James is seeking a Client Service Associate to support Financial Advisors and clients with high-quality service. The role emphasizes organized handling of client inquiries, account openings, and coordination of meetings across multiple platforms.

The ideal candidate will have strong communication skills, attention to detail, and the ability to balance competing priorities in a fast-paced environment.