Client Service Specialist – Financial Advisory Support

Raymond James; Virginia Beach (VA); On-site; USD 45,000 - 80,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James is seeking a dynamic Client Service Associate to deliver high-quality administrative support to Financial Advisors, clients, and branch staff. The role requires strong communication across multiple platforms and the ability to organize and track many tasks in a fast-paced environment.

The successful candidate will have a High School diploma (College degree preferred) and 1+ years in securities or related experience, with a focus on accuracy and customer service.

Qualifications

• High School Diploma or equivalent; 1+ years securities industry experience preferred.
• College degree preferred.
• Strong organizational and communication skills.

Responsibilities

• Handle high volume client interactions via phone, in person, and email.
• Assist Financial Advisors and branch staff with administrative tasks.
• Process client financial transactions and related expense reports.
• Open new client accounts and research client information.
• Prepare letters, forms, and reports for servicing clients.
• Maintain and update CRM records; support marketing events.

Skills

CRM software

Excel

Communication

Education

High School Diploma or equivalent

College degree preferred

Job description

Raymond James is seeking a dynamic Client Service Associate to deliver high-quality administrative support to Financial Advisors, clients, and branch staff. The role requires strong communication across multiple platforms and the ability to organize and track many tasks in a fast-paced environment.

The successful candidate will have a High School diploma (College degree preferred) and 1+ years in securities or related experience, with a focus on accuracy and customer service.