Client Experience Specialist – Financial Services

Raymond James; Winter Haven (FL); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James in Winter Haven, FL is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires polished communication across phone, email, in-person, and virtual channels, with strong organization and attention to detail.

You will manage client paperwork, open accounts, prepare reports, and assist with marketing events.

Qualifications

• High School Diploma or equivalent with 1+ years in securities industry preferred.
• Experience in securities industry or related work preferred.
• Strong communication and organizational skills.

Responsibilities

• Handle high volume client inquiries via phone, email, in person.
• Schedule meetings and manage client communications.
• Open new client accounts and verify information.
• Process client transactions and handle expense reports.
• Prepare letters, forms and reports for client servicing.
• Maintain CRM records and assist Advisors with marketing events.
• Collaborate with branch staff to support Financial Advisors.

Skills

CRM software

Excel

Effective communication

Education

High School Diploma or equivalent

Job description

Raymond James in Winter Haven, FL is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires polished communication across phone, email, in-person, and virtual channels, with strong organization and attention to detail.

You will manage client paperwork, open accounts, prepare reports, and assist with marketing events.