Client Service Associate – Financial Advisor Support

Raymond James; New Orleans (LA); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Raymond James in New Orleans seeks a Client Service Associate to support Financial Advisors and clients with timely, accurate service. You will handle routine inquiries, schedule meetings, and prepare client and branch documentation.

This role requires strong communication across platforms, organization, and the ability to manage multiple tasks in a fast-paced environment. A High School Diploma and relevant experience are preferred, with a robust benefits package offered.

Qualifications

• High School Diploma or equivalent; 1+ year securities industry or related experience preferred.
• General Experience: 13 months to 3 years in financial services or client service.
• Licenses/Certifications: None required.

Responsibilities

• Serve a high volume of daily interactions with prospective and existing clients via phone, in person, and virtual channels.
• Process client financial transactions and expenses with accuracy.
• Open new client accounts and research client and security information using internal systems.

Skills

CRM software

Multiplatform communication

Excel proficiency

Education

High School Diploma or equivalent

Tools

Excel

Job description

Raymond James in New Orleans seeks a Client Service Associate to support Financial Advisors and clients with timely, accurate service. You will handle routine inquiries, schedule meetings, and prepare client and branch documentation.

This role requires strong communication across platforms, organization, and the ability to manage multiple tasks in a fast-paced environment. A High School Diploma and relevant experience are preferred, with a robust benefits package offered.