Client Experience Specialist (Financial Services)

raymondjames; Jackson (TN); On-site; USD 40,000 - 52,000; Full time

Job summary

Raymond James is seeking a dynamic Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. This role requires strong organizational skills, clear communication, and the ability to manage multiple tasks in a fast-paced environment.

You will handle client inquiries, open accounts, assist with transactions and reporting, and support marketing efforts and meetings across multiple channels.

Qualifications

• High School Diploma or equivalent; securities industry experience preferred.
• Strong communication skills across phone, email, in-person, and virtual.
• Ability to manage multiple tasks with changing priorities in a fast-paced environment.

Responsibilities

• Serve a high volume of daily client interactions by phone, in person, or virtually.
• Support Financial Advisors with transaction processing and reporting.
• Open and research client accounts using internal databases.
• Prepare letters, forms, and client reports for servicing and prospecting.
• Maintain CRM records and assist with marketing events.

Skills

CRM software

Excel

Client communication

Education

High School Diploma or equivalent

Tools

CRM software

Job description

Raymond James is seeking a dynamic Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. This role requires strong organizational skills, clear communication, and the ability to manage multiple tasks in a fast-paced environment.

You will handle client inquiries, open accounts, assist with transactions and reporting, and support marketing efforts and meetings across multiple channels.