Client Service Specialist for Financial Advisors

Raymond James; Ruston (LA); On-site; USD 38,000 - 46,000; Full time

Benefits offered by this job

Medical, dental and vision

Retirement savings plan

Paid time off

Parental leave

Job summary

Raymond James is seeking a Client Service Associate to provide critical administrative support to the financial advisory team and clients. The role requires professionalism, strong communication, and the ability to manage multiple tasks with changing priorities.

The ideal candidate has a High School Diploma or equivalent and experience with CRM software, Excel, and customer service in a financial services setting. This position offers base salary plus benefits in a fast-paced environment.

Qualifications

• Experience using CRM systems to manage client data and communications.
• Proficiency in Excel for reporting and tracking.
• Strong written and verbal communication across multiple channels.
• Commitment to high-level customer service and accuracy.

Responsibilities

• Serve a high volume of client interactions by phone, email, in person or virtually.
• Provide administrative support to Financial Advisors and branch staff.
• Process client transactions and prepare reports and documentation as needed.
• Open new client accounts and maintain accurate client records in CRM.
• Assist with marketing efforts and client-facing events.

Skills

CRM software

Excel

Communication skills

Customer service

Education

High School Diploma or equivalent

Job description

Raymond James is seeking a Client Service Associate to provide critical administrative support to the financial advisory team and clients. The role requires professionalism, strong communication, and the ability to manage multiple tasks with changing priorities.

The ideal candidate has a High School Diploma or equivalent and experience with CRM software, Excel, and customer service in a financial services setting. This position offers base salary plus benefits in a fast-paced environment.