Advisor Support Specialist - Client Services

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

Benefits offered by this job

Medical, Dental, Vision

Life Insurance

Retirement Savings

Paid Time Off

Job summary

Raymond James in Florida is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. You will handle a high volume of inquiries, schedule meetings, and assist with account setup in a fast-paced environment.

The role requires strong communication across platforms, meticulous organization, and the ability to manage multiple tasks with shifting priorities.

Qualifications

• High school diploma or equivalent is required.
• 1+ years securities industry or related experience preferred.

Responsibilities

• Serve a high volume of daily interactions with clients via phone, in person, and virtual channels.
• Schedule meetings and support Financial Advisors and branch staff.
• Process client financial transactions and expenses with accuracy.
• Open new client accounts and research client data using internal databases.

Skills

CRM software

Customer service

Communication

Organization

Attention to detail

Education

High School Diploma or equivalent

Tools

MS Office

Email systems

Job description

Raymond James in Florida is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. You will handle a high volume of inquiries, schedule meetings, and assist with account setup in a fast-paced environment.

The role requires strong communication across platforms, meticulous organization, and the ability to manage multiple tasks with shifting priorities.