Client Experience Specialist — Financial Services

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

Job summary

Raymond James & Associates is seeking a Client Service Associate to deliver high-touch administrative support to Financial Advisors, clients, and branch staff. The role emphasizes effective communication across multiple platforms, precise data handling, and timely completion of routine and non-routine tasks in a fast-paced environment.

You will manage client inquiries, assist with marketing events, open accounts, process transactions, and maintain CRM records, while growing knowledge of

Qualifications

• High School Diploma or equivalent; 1+ year securities industry experience preferred.
• Experience in securities industry or related work preferred.

Responsibilities

• Handle high volume client interactions by phone, in person, and via email.
• Provide administrative support to Financial Advisors and branch staff.
• Process client financial transactions and advisor/branch expenses.
• Open new client accounts and research client and security information.
• Prepare letters, forms, and reports to assist servicing existing and prospective clients.
• Maintain CRM records and assist with client communications and reporting.

Skills

CRM software

Excel

Effective communication

Education

High School Diploma or equivalent

Job description

Raymond James & Associates is seeking a Client Service Associate to deliver high-touch administrative support to Financial Advisors, clients, and branch staff. The role emphasizes effective communication across multiple platforms, precise data handling, and timely completion of routine and non-routine tasks in a fast-paced environment.

You will manage client inquiries, assist with marketing events, open accounts, process transactions, and maintain CRM records, while growing knowledge of