Client Experience Specialist (Financial Services)

Raymond James & Associates; Springfield (MI); On-site; USD 42,000 - 64,000; Full time

Job summary

Raymond James & Associates is seeking a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff. The role requires strong communication across platforms and excellent organizational skills to manage multiple tasks with changing priorities.

You will work with CRM tools and Excel for reporting, assist with marketing efforts, and help ensure accurate processing of accounts and transactions.

Qualifications

• High School Diploma or equivalent; one year or more securities industry or related experience preferred, or equivalent combination of experience/education/training.

Responsibilities

• Services a high volume of daily interactions with prospective and existing clients via phone, in-person, virtually and by mail.
• Provides crucial support to financial advisors and branch office staff, independently and in a team.
• Processes client financial transactions and advisor/branch expenses and expense reports with accuracy.
• Opens new client accounts and researches client and security information using internal databases and technologies.
• Prepares letters, forms and reports to assist servicing clients and prospecting for new clients.
• Maintains records and files using CRM software and supports marketing efforts and client events.

Skills

CRM software

Excel

Communication

Education

High School diploma or equivalent

Tools

CRM software

Job description

Raymond James & Associates is seeking a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff. The role requires strong communication across platforms and excellent organizational skills to manage multiple tasks with changing priorities.

You will work with CRM tools and Excel for reporting, assist with marketing efforts, and help ensure accurate processing of accounts and transactions.