Client Service Associate - Financial Advisory Support

Raymond James Financial, Inc.; Wheaton (IL); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Medical benefits

Retirement plan

PTO

Long-term disability

Job summary

Foundation Wealth Strategies is seeking a dynamic Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role emphasizes organization, accuracy, and proactive problem-solving in a fast-paced environment.

Ideal candidates have 1+ years of customer service experience in financial services and are proficient with CRM systems and Excel for reporting and client management.

Qualifications

• 1+ years of customer service experience in a financial services environment.
• Proficiency with CRM software and Excel for reporting and client tracking.
• Strong written and verbal communication across multiple channels.

Responsibilities

• Interact with prospective and existing clients via phone, in-person, virtual, and mailings.
• Support financial advisors and branch staff with administrative tasks and client transactions.
• Maintain accurate client records and documentation; prepare reports for advisors.
• Assist with client onboarding and account opening processes.
• Contribute to marketing efforts and client-facing events.

Skills

CRM software

Excel

Effective communication

Tools

CRM software

Job description

Foundation Wealth Strategies is seeking a dynamic Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role emphasizes organization, accuracy, and proactive problem-solving in a fast-paced environment.

Ideal candidates have 1+ years of customer service experience in financial services and are proficient with CRM systems and Excel for reporting and client management.