Client Service Specialist for Financial Advisors

100 Raymond James & Associates, Inc.; Florida; On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Retirement savings plan

Paid time off

Parental leave

Job summary

Raymond James & Associates, Inc. in Florida is seeking a Client Service Associate to deliver high-touch administrative support to Financial Advisors and clients, handling inquiries, scheduling, and paperwork with accuracy. The role requires strong communication, organization, and CRM proficiency, with opportunities to contribute to client service initiatives and marketing events. This position is based on-site in Florida and offers benefits.

Qualifications

• High School Diploma or equivalent; 1+ year securities industry experience preferred.
• Strong communication and organization skills.
• Ability to manage multiple tasks with deadlines.

Responsibilities

• Assist Financial Advisors and clients with routine inquiries and meetings.
• Process client financial transactions and prepare reports.
• Open new client accounts and maintain CRM records.
• Support marketing efforts and client events.

Skills

CRM software proficiency

Excel proficiency

Communication skills

Scheduling and coordination

Education

High School Diploma

1+ years securities industry or related experience

Tools

CRM software

Microsoft Excel

Job description

Raymond James & Associates, Inc. in Florida is seeking a Client Service Associate to deliver high-touch administrative support to Financial Advisors and clients, handling inquiries, scheduling, and paperwork with accuracy. The role requires strong communication, organization, and CRM proficiency, with opportunities to contribute to client service initiatives and marketing events. This position is based on-site in Florida and offers benefits.