Client Service & Advisor Support Specialist

Raymond James; The Woodlands (TX); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Benefits package

Paid time off

Job summary

Raymond James is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The role involves coordinating meetings, processing client transactions, and maintaining CRM records with accuracy.

Ideal candidates will demonstrate effective multi-platform communication, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment. A high school diploma and basic securities knowledge are preferred.

Qualifications

• High School Diploma or equivalent and one or more years in securities or related work preferred.
• Equivalent combination of experience, education, and/or training may be approved by HR.
• HS (Required) as stated in the posting.

Responsibilities

• Assist Financial Advisors and clients with high-touch administrative support.
• Handle routine inquiries, scheduling, and CRM data entry with accuracy.
• Open client accounts and verify client and security information.
• Prepare letters, reports, and client communications for service and prospecting.
• Maintain records and support marketing efforts and events.

Skills

CRM software

Excel

Communication

Education

High School Diploma or equivalent

Job description

Raymond James is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The role involves coordinating meetings, processing client transactions, and maintaining CRM records with accuracy.

Ideal candidates will demonstrate effective multi-platform communication, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment. A high school diploma and basic securities knowledge are preferred.