Client Service Associate — Financial Advisor Support

Raymondjames; Charleston (SC); On-site; USD 38,000 - 52,000; Full time

Job summary

Raymond James is seeking a dynamic Client Service Associate who provides high-quality administrative support to Financial Advisors, their clients and branch staff. The role requires strong organization, clear communication across phone, email, in-person and virtual channels, and the ability to manage multiple tasks in a fast-paced, client-focused environment.

You will handle client inquiries, schedule meetings, open new accounts, prepare letters and reports, maintain CRM records, and assist with

Qualifications

• High School Diploma and 1+ years securities industry experience preferred.
• Strong client service and communication skills across multiple platforms.

Responsibilities

• Service a high volume of daily client interactions by phone, in person, and via email or mailings.
• Open new client accounts and research client and security information in internal databases.
• Prepare letters, forms and reports to assist servicing existing clients and prospecting new clients.
• Maintain CRM records and assist with marketing efforts and client events.
• Follow up to ensure accurate completion of paperwork and documentation.

Skills

CRM software

Excel

Communication across platforms

Education

High School Diploma

Tools

Internal databases

Job description

Raymond James is seeking a dynamic Client Service Associate who provides high-quality administrative support to Financial Advisors, their clients and branch staff. The role requires strong organization, clear communication across phone, email, in-person and virtual channels, and the ability to manage multiple tasks in a fast-paced, client-focused environment.

You will handle client inquiries, schedule meetings, open new accounts, prepare letters and reports, maintain CRM records, and assist with