Client Experience Associate - Financial Services

100 Raymond James & Associates, Inc.; Franklin (TN); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James in Franklin, TN is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires capable communication across phone, email, in-person, and virtual channels, strong organization, and the ability to manage multiple tasks in a fast-paced environment.

You will open new client accounts, process transactions, prepare reports, assist with marketing efforts, and maintain CRM records, contributing to

Qualifications

• High School Diploma and 1+ year securities industry or related work experience preferred.
• Experience delivering high-quality client service.
• Proficiency with CRM systems and financial workflows.

Responsibilities

• Handle high volume client interactions via phone, email, and in-person.
• Process client transactions and expense reports with accuracy.
• Open new client accounts and research client information using internal systems.
• Prepare letters, forms and reports to assist with servicing clients and prospecting for new clients.
• Maintain CRM records and assist with marketing events.

Skills

CRM software

Customer service

Communication

Organization

Education

High School Diploma

Tools

Microsoft Office

Job description

Raymond James in Franklin, TN is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires capable communication across phone, email, in-person, and virtual channels, strong organization, and the ability to manage multiple tasks in a fast-paced environment.

You will open new client accounts, process transactions, prepare reports, assist with marketing efforts, and maintain CRM records, contributing to