Client Experience Specialist — Financial Services

100 Raymond James & Associates, Inc.; Santa Barbara (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Life insurance

Disability benefits

Retirement savings

Job summary

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role emphasizes effective communication across channels, careful organization, and accurate processing of client accounts and documentation.

You will engage with clients, schedule meetings, and assist with marketing efforts while maintaining compliance and quality service. A dynamic, client-first environment supports professional growth.

Qualifications

• High School Diploma or equivalent with 1+ year securities industry or related experience preferred.
• Strong communication and organizational skills are essential.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Services a high volume of daily interactions with prospective and existing clients via phone, in-person, virtual, and mailings.
• Provides crucial support to financial advisors and branch staff.
• Processes client financial transactions and prepares reports and forms.

Skills

Client service

CRM software

Communication

Time management

Multitasking

Education

High School Diploma or equivalent

Tools

CRM software

Microsoft Excel

Job description

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role emphasizes effective communication across channels, careful organization, and accurate processing of client accounts and documentation.

You will engage with clients, schedule meetings, and assist with marketing efforts while maintaining compliance and quality service. A dynamic, client-first environment supports professional growth.