Client Service Specialist for Financial Advisors

100 Raymond James & Associates, Inc.; Florida; On-site; USD 42,000 - 62,000; Full time

Job summary

Raymond James in Florida is seeking a Client Service Associate to provide high touch administrative support to Financial Advisors and clients. You will handle high-volume interactions, schedule meetings, process transactions, and maintain CRM data with accuracy.

The role requires strong communication across phone, email, in-person, and virtual channels, excellent organization, and the ability to manage multiple tasks with tight deadlines in a fast-paced environment.

Qualifications

• Knowledge of CRM software and client data management.
• Proficiency with Excel for reporting and tracking.
• Strong communication across phone, email, and in-person channels.
• Ability to organize and manage multiple tasks with changing priorities.

Responsibilities

• Handle a high volume of client interactions by phone, email, and in person.
• Provide administrative support to Financial Advisors and branch staff.
• Process client transactions and expenses with accuracy.
• Open new client accounts and research information using internal systems.
• Prepare letters, forms, and reports to support client servicing.

Skills

CRM software

Excel

Communication

Multichannel communication

Organizational skills

Education

High School Diploma

Job description

Raymond James in Florida is seeking a Client Service Associate to provide high touch administrative support to Financial Advisors and clients. You will handle high-volume interactions, schedule meetings, process transactions, and maintain CRM data with accuracy.

The role requires strong communication across phone, email, in-person, and virtual channels, excellent organization, and the ability to manage multiple tasks with tight deadlines in a fast-paced environment.