Client Experience Specialist – Financial Services

100 Raymond James & Associates, Inc.; Goerke's Corners (WI); On-site; USD 42,000 - 65,000; Full time

Job summary

Raymond James is seeking a dynamic Client Service Associate to provide essential administrative support to Financial Advisors, clients and branch staff. You’ll manage high-volume client interactions across phone, in-person, and virtual channels, process transactions, open accounts, and maintain CRM records with accuracy.

The role emphasizes organization, proactive follow-up, and delivering exceptional customer service in a fast-paced environment, while supporting marketing efforts and office

Qualifications

• High School Diploma or equivalent required or preferred.
• 1+ years securities industry or related experience preferred.
• Strong organizational and communication skills.

Responsibilities

• Handle high volume client interactions via phone, in-person, email and mailings.
• Process client financial transactions and advisor/branch expenses.
• Open new client accounts and verify documentation for accuracy.
• Prepare letters, forms and reports to service clients.
• Maintain CRM records and assist with marketing events.
• Provide high level customer service under pressure.

Skills

CRM software

Excel

Communication

Time management

Organization

Customer service

Education

High School Diploma or equivalent

Tools

CRM software

Job description

Raymond James is seeking a dynamic Client Service Associate to provide essential administrative support to Financial Advisors, clients and branch staff. You’ll manage high-volume client interactions across phone, in-person, and virtual channels, process transactions, open accounts, and maintain CRM records with accuracy.

The role emphasizes organization, proactive follow-up, and delivering exceptional customer service in a fast-paced environment, while supporting marketing efforts and office