Advisor Support & Client Service Specialist

100 Raymond James & Associates, Inc.; St. Louis (MO); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Job summary

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. You will handle client inquiries, schedule meetings, and assist with client paperwork, reporting, and CRM data management.

The role requires strong communication, organization, and attention to detail in a fast-paced environment. Experience with CRM systems and Excel is preferred, with opportunities for professional growth within a long-established

Qualifications

• Experience handling high-volume client inquiries and scheduling.
• Comfort with multiple communication platforms (phone, email, in-person, virtual).
• Ability to organize and track multiple tasks with changing priorities.

Responsibilities

• Serve a high volume of daily client interactions via multiple channels.
• Process client financial transactions and advisor/branch expenses accurately.
• Open new client accounts and research client information in internal systems.
• Prepare letters, forms, and reports to support servicing and prospecting.

Skills

CRM software

Excel

Communication

Organization

Problem solving

Education

High School Diploma

Tools

CRM database

Job description

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. You will handle client inquiries, schedule meetings, and assist with client paperwork, reporting, and CRM data management.

The role requires strong communication, organization, and attention to detail in a fast-paced environment. Experience with CRM systems and Excel is preferred, with opportunities for professional growth within a long-established