Client Service Associate for Financial Advisors

Raymond James; Vero Beach (FL); On-site; USD 42,000 - 54,000; Full time

Job summary

Raymond James in Florida is seeking a dynamic Client Service Associate who will provide high-quality administrative support to Financial Advisors, clients, and branch staff. The role requires excellent communication across phone, email, in person, and virtual channels, and the ability to manage multiple tasks in a fast-paced environment.

The ideal candidate will organize and process client financial transactions, open new accounts, maintain CRM records, and assist with client events and

Qualifications

• High School Diploma or equivalent preferred, or approved equivalent experience.
• 0 to 3 months general experience in a financial services environment or related field.
• Proficiency with CRM systems, Excel, and client communications.

Responsibilities

• Handle high-volume client interactions via phone, email, in person, and virtual meetings.
• Process client financial transactions and expenses with accuracy.
• Open new client accounts and verify client information in CRM.
• Prepare reports and assist with marketing events for advisors.
• Maintain organized client records and support branch staff.

Skills

CRM software

Excel

Customer service

Communication

Organization

Multitasking

Problem solving

Education

High School Diploma or equivalent

Tools

CRM software

Excel

Job description

Raymond James in Florida is seeking a dynamic Client Service Associate who will provide high-quality administrative support to Financial Advisors, clients, and branch staff. The role requires excellent communication across phone, email, in person, and virtual channels, and the ability to manage multiple tasks in a fast-paced environment.

The ideal candidate will organize and process client financial transactions, open new accounts, maintain CRM records, and assist with client events and