Client Service Associate - Financial Advisory Support

Raymond James Financial, Inc.; Wesley Chapel (FL); On-site; USD 48,000 - 62,000; Full time

Job summary

Raymond James Financial, Inc. seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients and branch staff. You will handle inquiries, schedule meetings, and assist with client onboarding, reporting, and CRM maintenance.

The role requires strong communication, organizational skills, and the ability to manage multiple priorities in a fast-paced environment. Familiarity with securities industry processes is a plus.

Qualifications

• High School Diploma or equivalent; 1+ year securities industry experience preferred.
• Experience with CRM and client communications is preferred.

Responsibilities

• Provide high-quality administrative support to Financial Advisors, clients and staff.
• Manage high volumes of client inquiries and schedule meetings across channels.
• Process client transactions, expenses, and expense reports with accuracy.
• Open new client accounts and verify client and security information in internal databases.
• Prepare letters, forms, and reports to support client servicing and prospecting.
• Create and maintain records using CRM software and assist with marketing events.

Skills

CRM software

Excel

Effective communication

Education

High School Diploma or equivalent

Job description

Raymond James Financial, Inc. seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients and branch staff. You will handle inquiries, schedule meetings, and assist with client onboarding, reporting, and CRM maintenance.

The role requires strong communication, organizational skills, and the ability to manage multiple priorities in a fast-paced environment. Familiarity with securities industry processes is a plus.