Client Experience Specialist for Financial Advisors

Raymond James Financial, Inc.; The Woodlands (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a dynamic Client Service Associate to deliver high-touch administrative support to Financial Advisors, clients, and branch staff.

The role requires professional communication across phone, email, in-person, and virtual channels, with strong organizational skills to manage multiple tasks in a fast-paced environment. The position involves processing client transactions and expenses, opening new accounts, maintaining CRM records, and assisting with marketing

Qualifications

• High school diploma or equivalent required and securities industry experience preferred.
• Proven ability to manage multiple tasks with strong accuracy and attention to detail.
• Strong communication skills across phone, email, in-person, and virtual channels.

Responsibilities

• Serve a high volume of client interactions via phone, in-person, and virtual channels.
• Provide administrative support to Financial Advisors and branch staff.
• Process client transactions and expense reports with accuracy.
• Open new client accounts and research client information in internal systems.
• Prepare letters, forms, and reports to support client servicing and prospecting.
• Create and maintain client records in CRM software.
• Assist with marketing efforts and client-facing events.

Skills

CRM software

Excel

Effective communication

Education

High School Diploma

Tools

CRM software

Job description

Raymond James Financial, Inc. is seeking a dynamic Client Service Associate to deliver high-touch administrative support to Financial Advisors, clients, and branch staff.

The role requires professional communication across phone, email, in-person, and virtual channels, with strong organizational skills to manage multiple tasks in a fast-paced environment. The position involves processing client transactions and expenses, opening new accounts, maintaining CRM records, and assisting with marketing