Client Service Associate, Financial Services Support

Raymond James Financial, Inc.; Guam; On-site; USD 42,000 - 65,000; Full time

Job summary

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires strong organization, communication across channels, and the ability to manage multiple detailed tasks in a fast-paced environment.

The ideal candidate will handle client accounts, transactions, reports, and CRM data while assisting with marketing efforts and events.

Qualifications

• Requires familiarity with client data handling and CRM systems.
• Proficient in Excel for reporting and tracking.
• Strong verbal and written communication across multiple channels.

Responsibilities

• Provide high-touch administrative support to Financial Advisors and clients.
• Process client transactions, expenses, and expense reports with accuracy.
• Open new client accounts and verify client and security information.
• Prepare letters, forms, and client reports to support servicing and prospecting.
• Create and maintain CRM records and assist with marketing events.

Skills

CRM software

Excel

Multi-platform communication

Education

High School Diploma or equivalent

Job description

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires strong organization, communication across channels, and the ability to manage multiple detailed tasks in a fast-paced environment.

The ideal candidate will handle client accounts, transactions, reports, and CRM data while assisting with marketing efforts and events.