Bilingual Client Services Associate — Financial Admin

Raymond James Financial, Inc.; Miami (FL); Hybrid; USD 42,000 - 55,000; Full time

Job summary

Raymond James Financial, Inc. in Miami, FL is seeking a detail-oriented Client Service Associate to support Financial Advisors and provide clients with high-touch, quality service.

The role handles routine inquiries, scheduling, and account-related tasks, requiring excellent communication and strong organization. You will work with CRM software, prepare letters and reports, open new client accounts, and assist with marketing events and seminars.

Qualifications

• High School diploma or equivalent; 1+ year securities industry or related experience preferred.
• Experience with CRM and Excel is valued.
• Strong communication and multitasking skills required.

Responsibilities

• Manage high volume of daily client inquiries via phone, email, in person, and mail.
• Assist Financial Advisors with meeting scheduling and client documentation.
• Process client financial transactions and expense reports.
• Open new client accounts and verify information in CRM.
• Prepare letters, forms, and reports for client servicing.
• Support marketing events and client-facing seminars.
• Enter orders as directed by Financial Advisors.
• Maintain CRM records and client files.

Skills

CRM software

Excel

Communication

Education

High School diploma

Job description

Raymond James Financial, Inc. in Miami, FL is seeking a detail-oriented Client Service Associate to support Financial Advisors and provide clients with high-touch, quality service.

The role handles routine inquiries, scheduling, and account-related tasks, requiring excellent communication and strong organization. You will work with CRM software, prepare letters and reports, open new client accounts, and assist with marketing events and seminars.