Client Experience Specialist

Raymond James; Denver (CO); On-site; USD 45,000 - 61,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Retirement benefits

Paid time off

Job summary

Raymond James is seeking a Client Service Associate in Denver who will provide high-touch administrative support to Financial Advisors, clients, and branch staff. You will manage multiple tasks, process transactions, and maintain client records with accuracy while communicating across phone, email, in-person, and virtual channels.

The role emphasizes organization, timely follow-up, and the ability to adapt to changing priorities in a fast-paced environment, with responsibilities spanning client

Qualifications

• High School Diploma or equivalent; securities industry experience preferred.
• Excellent communication and multitasking abilities in a fast-paced environment.
• Proficiency with CRM systems and Excel for data and reporting.

Responsibilities

• Handle a high volume of client interactions by phone, email, in person, and mailings.
• Process client financial transactions and advisor/branch expenses with accuracy.
• Open new client accounts and research client and security information in internal systems.
• Prepare letters, forms and reports to service clients and prospects.
• Maintain CRM records and support marketing efforts for client events.
• Enter orders as directed by Financial Advisors and assist with training as needed.

Skills

Customer service

Communication

Time management

Education

High School Diploma

Tools

CRM software

MS Excel

Job description

Raymond James is seeking a Client Service Associate in Denver who will provide high-touch administrative support to Financial Advisors, clients, and branch staff. You will manage multiple tasks, process transactions, and maintain client records with accuracy while communicating across phone, email, in-person, and virtual channels.

The role emphasizes organization, timely follow-up, and the ability to adapt to changing priorities in a fast-paced environment, with responsibilities spanning client