Client Experience Specialist

Raymond James & Associates; Scottsdale (AZ); On-site; USD 42,000 - 54,000; Full time

Job summary

Raymond James & Associates is seeking a dynamic Client Service Associate who is motivated, detail oriented and a creative problem solver to join our growing team. This essential role helps to provide high quality/high touch administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to

Qualifications

• High School Diploma or equivalent required.
• 1+ year securities industry or related work experience preferred.
• Strong communication skills across multiple platforms.

Responsibilities

• Provides high-quality administrative support to Financial Advisors and branch staff.
• Handles routine tasks and coordinates client communications via phone, email, in-person, and virtual channels.
• Processes client financial transactions and prepares reports and documentation as needed.
• Opens new client accounts and researches client information using internal databases.

Job description

Raymond James & Associates is seeking a dynamic Client Service Associate who is motivated, detail oriented and a creative problem solver to join our growing team. This essential role helps to provide high quality/high touch administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to