Client Service Associate: Financial Advisor Support

Raymond James; Chattanooga (TN); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Retirement savings plan

Paid time off

Job summary

Raymond James, located in Chattanooga, TN, is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The ideal candidate will have strong communication skills and the ability to manage detailed tasks effectively in a dynamic environment.

This role includes servicing client inquiries, processing financial transactions, and maintaining records. Applicants should have at least a high school diploma and relevant experience in the financial services industry.

Qualifications

• 1+ years of experience in the securities industry preferred.
• High level of organization and accuracy in processing transactions.
• Strong ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Provide support to financial advisors and branch office.
• Process client financial transactions accurately.
• Research client and security information using internal databases.

Skills

Effective communication

Client Relationship Management software

Excel proficiency

Education

High School Diploma or equivalent

Tools

CRM software

Excel

Job description

Raymond James, located in Chattanooga, TN, is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The ideal candidate will have strong communication skills and the ability to manage detailed tasks effectively in a dynamic environment.

This role includes servicing client inquiries, processing financial transactions, and maintaining records. Applicants should have at least a high school diploma and relevant experience in the financial services industry.