Client Experience & Administrative Specialist

Raymond James Financial, Inc.; Coral Gables (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Raymond James Financial, Inc. in Florida seeks a Client Service Associate to provide high touch administrative support to Financial Advisors, prospective and existing clients, and branch staff.

The role requires strong communication across phone, email, in-person, and virtual channels, with the ability to manage multiple tasks in a fast-paced environment. Responsibilities include handling high-volume client interactions, opening accounts, coordinating scheduling, preparing reports, maintaining

Qualifications

• High School Diploma or equivalent and 3+ years in financial services.
• Strong organizational skills with high attention to detail.
• Ability to manage multiple tasks with changing priorities in a fast-paced environment.

Responsibilities

• Handle a high volume of daily client interactions by phone, in person, email, and mailings.
• Provide support to financial advisors and branch staff; work independently and in a team.
• Open new client accounts; research client and security information; track contacts.
• Process documents for insurance, distributions, and Roth IRA conversions; maintain 529 accounts.
• Prepare business summaries and client reports for advisor review.
• Maintain CRM records and assist with marketing materials and LinkedIn postings.
• Enter orders as directed by the Financial Advisor; participate in training and development.

Skills

CRM software

Excel

Communication

Education

High School Diploma or equivalent

Tools

CRM software

Excel

Job description

Raymond James Financial, Inc. in Florida seeks a Client Service Associate to provide high touch administrative support to Financial Advisors, prospective and existing clients, and branch staff.

The role requires strong communication across phone, email, in-person, and virtual channels, with the ability to manage multiple tasks in a fast-paced environment. Responsibilities include handling high-volume client interactions, opening accounts, coordinating scheduling, preparing reports, maintaining