Client Service Specialist — Financial Admin & CRM

Raymond James Financial, Inc.; Ruston, Northern (LA, KY); Hybrid; USD 42,000 - 52,000; Full time

Job summary

Raymond James is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and staff. The role requires strong communication across platforms and the ability to manage multiple tasks with changing priorities in a fast-paced environment.

The ideal candidate will be detail-oriented, organized, and capable of handling sensitive information while delivering excellent client service.

Qualifications

• One year or less securities industry experience preferred.
• Strong interpersonal and communication skills.
• Proficiency with CRM and office software.

Responsibilities

• Respond to high-volume client inquiries and schedule meetings.
• Process client financial transactions and expenses.
• Open new client accounts and verify information.
• Prepare reports and maintain CRM records.

Skills

CRM software

Excel

Communication

Organization

Customer service

Education

High School Diploma or equivalent

Tools

CRM software

Excel

Job description

Raymond James is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and staff. The role requires strong communication across platforms and the ability to manage multiple tasks with changing priorities in a fast-paced environment.

The ideal candidate will be detail-oriented, organized, and capable of handling sensitive information while delivering excellent client service.