Client Experience & Support Associate

Raymond James; Carmel (IN); On-site; USD 42,000 - 52,000; Full time

Job summary

Raymond James seeks a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. You will handle scheduling, account opening, and reporting while maintaining accurate CRM records and coordinating with branch staff.

You will respond across multiple channels—phone, email, in-person, and virtual—managing multiple tasks in a fast-paced environment with a focus on accuracy and customer service.

Qualifications

• High school diploma or equivalent; securities industry experience preferred.
• Strong communication across phone, email, in-person and virtual.
• Experience with client onboarding and basic account setup.

Responsibilities

• Serve a high volume of daily interactions with prospective and existing clients by phone, in person, or virtually.
• Open new client accounts and verify client and security information in internal systems.
• Prepare letters, forms and reports to service clients and support prospecting.
• Maintain records and files in CRM and assist advisors with marketing efforts.
• Enter orders as directed by the Financial Advisor and support training/ development.

Skills

CRM software

Excel

Communication

Education

High School Diploma or equivalent

Tools

CRM platforms

Microsoft Office

Job description

Raymond James seeks a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. You will handle scheduling, account opening, and reporting while maintaining accurate CRM records and coordinating with branch staff.

You will respond across multiple channels—phone, email, in-person, and virtual—managing multiple tasks in a fast-paced environment with a focus on accuracy and customer service.